JPWM
Jamison Private Wealth Management’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 | $834K | Buy |
1,350
+198
| +17% | +$122K | 0.12% | 115 |
|
|
2025
Q1 | $644K | Buy |
1,152
+1
| +0.1% | +$559 | 0.1% | 125 |
|
|
2024
Q4 | $675K | Sell |
1,151
-14
| -1% | -$8.21K | 0.1% | 122 |
|
|
2024
Q3 | $668K | Sell |
1,165
-8
| -0.7% | -$4.59K | 0.1% | 123 |
|
|
2024
Q2 | $639K | Sell |
1,173
-54
| -4% | -$29.4K | 0.11% | 117 |
|
|
2024
Q1 | $642K | Buy |
1,227
+23
| +2% | +$12K | 0.11% | 122 |
|
|
2023
Q4 | $572K | Buy |
1,204
+3
| +0.2% | +$1.43K | 0.11% | 126 |
|
|
2023
Q3 | $513K | Buy |
+1,201
| New | +$513K | 0.11% | 125 |
|