Kerntke Otto McGlone Wealth Management Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
2025
Q1
$264K Buy
2024
Q4
$276K Hold
2024
Q3
$270K Hold
2024
Q2
$256K Buy
2022
Q1
Sell
2021
Q4
$494K Buy
2021
Q3
Sell
2021
Q2
$987K Sell
2021
Q1
$955K Buy
2020
Q4
$883K Buy
2020
Q3
$783K Sell
2020
Q2
$914K Buy
2020
Q1
$368K Buy
2019
Q4
$295K Buy