Ironwood Wealth Management (Arizona)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
2,512
-1,751
| -41% | -$1.08M | 0.57% | 20 |
|
|
2025
Q1 | $2.38M | Sell |
4,263
-114
| -3% | -$63.8K | 0.73% | 18 |
|
|
2024
Q4 | $2.57M | Sell |
4,377
-103
| -2% | -$60.4K | 0.8% | 19 |
|
|
2024
Q3 | $2.57M | Sell |
4,480
-157
| -3% | -$90.1K | 0.77% | 19 |
|
|
2024
Q2 | $2.52M | Sell |
4,637
-181
| -4% | -$98.5K | 0.82% | 19 |
|
|
2024
Q1 | $2.52M | Sell |
4,818
-1
| -0% | -$523 | 0.82% | 19 |
|
|
2023
Q4 | $2.29M | Sell |
4,819
-87
| -2% | -$41.4K | 0.76% | 19 |
|
|
2023
Q3 | $2.1M | Sell |
4,906
-657
| -12% | -$281K | 0.86% | 24 |
|
|
2023
Q2 | $2.47M | Buy |
5,563
+90
| +2% | +$39.9K | 0.92% | 21 |
|
|
2023
Q1 | $2.24M | Sell |
5,473
-179
| -3% | -$73.3K | 0.88% | 22 |
|
|
2022
Q4 | $2.16M | Buy |
5,652
+1,035
| +22% | +$396K | 0.9% | 22 |
|
|
2022
Q3 | $1.74M | Hold |
4,617
| – | – | 0.78% | 17 |
|
|
2022
Q2 | $1.74M | Buy |
4,617
+630
| +16% | +$238K | 0.78% | 17 |
|
|
2022
Q1 | $1.8M | Sell |
3,987
-174
| -4% | -$78.6K | 0.74% | 19 |
|
|
2021
Q4 | $1.98M | Sell |
4,161
-44
| -1% | -$20.9K | 0.86% | 13 |
|
|
2021
Q3 | $1.81M | Sell |
4,205
-3
| -0.1% | -$1.29K | 0.85% | 13 |
|
|
2021
Q2 | $1.8M | Sell |
4,208
-165
| -4% | -$70.6K | 1.04% | 15 |
|
|
2021
Q1 | $1.73M | Sell |
4,373
-143
| -3% | -$56.7K | 1.11% | 15 |
|
|
2020
Q4 | $1.69M | Sell |
4,516
-540
| -11% | -$202K | 1.05% | 16 |
|
|
2020
Q3 | $1.56M | Hold |
5,056
| – | – | 1.16% | 16 |
|
|
2020
Q2 | $1.56M | Buy |
5,056
+1,178
| +30% | +$363K | 1.16% | 16 |
|
|
2020
Q1 | $1M | Buy |
3,878
+1,183
| +44% | +$305K | 0.84% | 19 |
|
|
2019
Q4 | $867K | Hold |
2,695
| – | – | 0.6% | 19 |
|
|
2019
Q3 | $800K | Buy |
2,695
+195
| +8% | +$57.9K | 0.6% | 19 |
|
|
2019
Q2 | $733K | Sell |
2,500
-12
| -0.5% | -$3.52K | 0.56% | 18 |
|
|
2019
Q1 | $710K | Hold |
2,512
| – | – | 0.61% | 20 |
|
|
2018
Q4 | $628K | Buy |
2,512
+152
| +6% | +$38K | 0.61% | 19 |
|
|
2018
Q3 | $686K | Buy |
2,360
+94
| +4% | +$27.3K | 0.61% | 18 |
|
|
2018
Q2 | $615K | Buy |
+2,266
| New | +$615K | 0.58% | 21 |
|
|
2017
Q3 | $635K | Buy |
+2,526
| New | +$635K | 0.59% | 21 |
|