Iams Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.4M | Buy |
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|
2025
Q2 | $10.9M | Buy |
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|
2025
Q1 | $9.66M | Buy |
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|
2024
Q4 | $9.79M | Buy |
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|
2024
Q3 | $7.86M | Buy |
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|
2024
Q2 | $6.81M | Buy |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $580K | Sell |
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|
2023
Q3 | $531K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $233K | Buy |
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