Keyes Stange & Wooten Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
366
| – | – | 0.12% | 64 |
|
|
2025
Q1 | $205K | Sell |
366
-203
| -36% | -$114K | 0.12% | 63 |
|
|
2024
Q4 | $333K | Buy |
569
+203
| +55% | +$119K | 0.2% | 51 |
|
|
2024
Q3 | $210K | Buy |
+366
| New | +$210K | 0.12% | 65 |
|
|
2024
Q1 | – | Sell |
-547
| Closed | -$260K | – | 65 |
|
|
2023
Q4 | $260K | Buy |
+547
| New | +$260K | 0.28% | 47 |
|