IWS
Insight Wealth Strategies’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 | $4.12M | Buy |
6,665
+41
| +0.6% | +$25.3K | 0.52% | 66 |
|
|
2025
Q1 | $3.71M | Buy |
6,624
+65
| +1% | +$36.4K | 0.5% | 60 |
|
|
2024
Q4 | $3.84M | Buy |
6,559
+2,039
| +45% | +$1.19M | 0.52% | 62 |
|
|
2024
Q3 | $2.59M | Buy |
4,520
+115
| +3% | +$66K | 0.34% | 77 |
|
|
2024
Q2 | $2.4M | Buy |
4,405
+117
| +3% | +$63.7K | 0.34% | 70 |
|
|
2024
Q1 | $2.24M | Buy |
4,288
+468
| +12% | +$245K | 0.33% | 66 |
|
|
2023
Q4 | $1.82M | Buy |
3,820
+477
| +14% | +$227K | 0.29% | 80 |
|
|
2023
Q3 | $1.43M | Buy |
3,343
+89
| +3% | +$38K | 0.28% | 82 |
|
|
2023
Q2 | $1.44M | Sell |
3,254
-638
| -16% | -$283K | 0.28% | 72 |
|
|
2023
Q1 | $1.59M | Buy |
3,892
+14
| +0.4% | +$5.73K | 0.31% | 53 |
|
|
2022
Q4 | $1.48M | Buy |
3,878
+52
| +1% | +$19.9K | 0.29% | 60 |
|
|
2022
Q3 | $1.44M | Hold |
3,826
| – | – | 0.27% | 63 |
|
|
2022
Q2 | $1.44M | Buy |
3,826
+1,022
| +36% | +$385K | 0.27% | 63 |
|
|
2022
Q1 | $1.27M | Buy |
2,804
+1,470
| +110% | +$664K | 0.19% | 90 |
|
|
2021
Q4 | $634K | Sell |
1,334
-1,059
| -44% | -$503K | 0.09% | 118 |
|
|
2021
Q3 | $1.03M | Buy |
2,393
+89
| +4% | +$38.2K | 0.14% | 97 |
|
|
2021
Q2 | $986K | Sell |
2,304
-2
| -0.1% | -$856 | 0.14% | 101 |
|
|
2021
Q1 | $914K | Buy |
2,306
+350
| +18% | +$139K | 0.12% | 108 |
|
|
2020
Q4 | $731K | Buy |
1,956
+132
| +7% | +$49.3K | 0.12% | 93 |
|
|
2020
Q3 | $611K | Buy |
1,824
+232
| +15% | +$77.7K | 0.11% | 87 |
|
|
2020
Q2 | $491K | Sell |
1,592
-1,103
| -41% | -$340K | 0.11% | 88 |
|
|
2020
Q1 | $695K | Sell |
2,695
-928
| -26% | -$239K | 0.19% | 52 |
|
|
2019
Q4 | $1.17M | Buy |
3,623
+1,014
| +39% | +$326K | 0.25% | 71 |
|
|
2019
Q3 | $774K | Buy |
2,609
+116
| +5% | +$34.4K | 0.18% | 84 |
|
|
2019
Q2 | $731K | Sell |
2,493
-696
| -22% | -$204K | 0.18% | 81 |
|
|
2019
Q1 | $901K | Buy |
3,189
+37
| +1% | +$10.5K | 0.25% | 66 |
|
|
2018
Q4 | $788K | Buy |
+3,152
| New | +$788K | 0.24% | 63 |
|