JWM
Jupiter 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 | $8.73M | Sell |
13,538
-125
| -0.9% | -$80.6K | 4.41% | 5 |
|
|
2025
Q1 | $8.13M | Sell |
13,663
-1,446
| -10% | -$860K | 4.92% | 5 |
|
|
2024
Q4 | $8.86M | Buy |
15,109
+2,486
| +20% | +$1.46M | 4.44% | 5 |
|
|
2024
Q3 | $7.24M | Buy |
12,623
+3,057
| +32% | +$1.75M | 3.71% | 6 |
|
|
2024
Q2 | $5.27M | Sell |
9,566
-1,491
| -13% | -$821K | 2.79% | 9 |
|
|
2024
Q1 | $5.72M | Buy |
11,057
+501
| +5% | +$259K | 3.03% | 7 |
|
|
2023
Q4 | $5.02M | Buy |
10,556
+396
| +4% | +$188K | 2.95% | 10 |
|
|
2023
Q3 | $4.48M | Buy |
+10,160
| New | +$4.48M | 2.9% | 11 |
|
|
2020
Q3 | – | Sell |
-1,270
| Closed | -$412K | – | 86 |
|
|
2020
Q2 | $412K | Hold |
1,270
| – | – | 0.21% | 54 |
|
|
2020
Q1 | $359K | Hold |
1,270
| – | – | 0.21% | 51 |
|
|
2019
Q4 | $416K | Hold |
1,270
| – | – | 0.2% | 61 |
|
|
2019
Q3 | $377K | Hold |
1,270
| – | – | 0.2% | 58 |
|
|
2019
Q2 | $378K | Hold |
1,270
| – | – | 0.19% | 57 |
|
|
2019
Q1 | $368K | Buy |
+1,270
| New | +$368K | 0.18% | 58 |
|