KMWM
Keudell/Morrison 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 | $629K | Buy |
1,017
+37
| +4% | +$22.9K | 0.14% | 102 |
|
|
2025
Q1 | $548K | Buy |
980
+18
| +2% | +$10.1K | 0.13% | 102 |
|
|
2024
Q4 | $564K | Buy |
962
+82
| +9% | +$48.1K | 0.15% | 97 |
|
|
2024
Q3 | $505K | Buy |
880
+25
| +3% | +$14.3K | 0.14% | 114 |
|
|
2024
Q2 | $465K | Buy |
855
+190
| +29% | +$103K | 0.14% | 119 |
|
|
2024
Q1 | $348K | Buy |
+665
| New | +$348K | 0.11% | 145 |
|
|
2023
Q1 | – | Sell |
-594
| Closed | -$227K | – | 193 |
|
|
2022
Q4 | $227K | Buy |
+594
| New | +$227K | 0.07% | 167 |
|
|
2020
Q2 | – | Sell |
-1,415
| Closed | -$365K | – | 149 |
|
|
2020
Q1 | $365K | Buy |
+1,415
| New | +$365K | 0.36% | 94 |
|