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 |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $270K | Hold |
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|
2024
Q2 | $256K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $987K | Sell |
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|
2021
Q1 | $955K | Buy |
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|
2020
Q4 | $883K | Buy |
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|
2020
Q3 | $783K | Sell |
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|
2020
Q2 | $914K | Buy |
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|
2020
Q1 | $368K | Buy |
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|
2019
Q4 | $295K | Buy |
|