JWM
JPL 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 | $1.57M | Sell |
2,535
-62
| -2% | -$38.3K | 0.42% | 73 |
|
|
2025
Q1 | $1.45M | Sell |
2,597
-73
| -3% | -$40.8K | 0.41% | 72 |
|
|
2024
Q4 | $1.56M | Buy |
+2,670
| New | +$1.56M | 0.45% | 71 |
|
|
2024
Q2 | $1.04M | Sell |
1,918
-183
| -9% | -$99.6K | 0.51% | 66 |
|
|
2024
Q1 | $1.1M | Buy |
2,101
+55
| +3% | +$28.8K | 0.61% | 65 |
|
|
2023
Q4 | $972K | Buy |
+2,046
| New | +$972K | 0.7% | 68 |
|