HWMG
Hurlow Wealth Management Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Hold |
1,537
| – | – | 0.27% | 40 |
|
|
2025
Q1 | $860K | Buy |
1,537
+350
| +29% | +$196K | 0.27% | 40 |
|
|
2024
Q4 | $696K | Sell |
1,187
-2
| -0.2% | -$1.17K | 0.22% | 45 |
|
|
2024
Q3 | $682K | Sell |
1,189
-2
| -0.2% | -$1.15K | 0.21% | 45 |
|
|
2024
Q2 | $648K | Sell |
1,191
-177
| -13% | -$96.4K | 0.22% | 46 |
|
|
2024
Q1 | $716K | Buy |
1,368
+10
| +0.7% | +$5.23K | 0.25% | 43 |
|
|
2023
Q4 | $646K | Sell |
1,358
-1
| -0.1% | -$475 | 0.24% | 44 |
|
|
2023
Q3 | $581K | Sell |
1,359
-100
| -7% | -$42.8K | 0.25% | 48 |
|
|
2023
Q2 | $647K | Buy |
1,459
+963
| +194% | +$427K | 0.28% | 45 |
|
|
2023
Q1 | $203K | Buy |
+496
| New | +$203K | 0.09% | 102 |
|
|
2022
Q2 | – | Sell |
-480
| Closed | -$217K | – | 98 |
|
|
2022
Q1 | $217K | Buy |
+480
| New | +$217K | 0.13% | 90 |
|
|
2021
Q4 | – | Sell |
-480
| Closed | -$206K | – | 95 |
|
|
2021
Q3 | $206K | Hold |
480
| – | – | 0.12% | 93 |
|
|
2021
Q2 | $205K | Buy |
+480
| New | +$205K | 0.13% | 95 |
|