KWM
Kingsview 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 | $26.3M | Buy |
42,522
+931
| +2% | +$575K | 0.44% | 39 |
|
|
2025
Q1 | $23.3M | Buy |
41,591
+585
| +1% | +$327K | 0.44% | 39 |
|
|
2024
Q4 | $24M | Sell |
41,006
-2,334
| -5% | -$1.37M | 0.47% | 38 |
|
|
2024
Q3 | $24.9M | Buy |
43,340
+11,451
| +36% | +$6.57M | 0.52% | 40 |
|
|
2024
Q2 | $17.4M | Buy |
31,889
+7,236
| +29% | +$3.94M | 0.41% | 45 |
|
|
2024
Q1 | $12.9M | Buy |
24,653
+1,423
| +6% | +$744K | 0.32% | 65 |
|
|
2023
Q4 | $11M | Buy |
23,230
+1,208
| +5% | +$574K | 0.33% | 66 |
|
|
2023
Q3 | $9.41M | Buy |
22,022
+6,681
| +44% | +$2.86M | 0.34% | 67 |
|
|
2023
Q2 | $6.8M | Buy |
15,341
+825
| +6% | +$366K | 0.27% | 86 |
|
|
2023
Q1 | $5.94M | Sell |
14,516
-8,633
| -37% | -$3.53M | 0.25% | 89 |
|
|
2022
Q4 | $8.85M | Buy |
23,149
+4,088
| +21% | +$1.56M | 0.38% | 57 |
|
|
2022
Q3 | $6.81M | Sell |
19,061
-2,501
| -12% | -$893K | 0.32% | 73 |
|
|
2022
Q2 | $8.13M | Sell |
21,562
-1,265
| -6% | -$477K | 0.39% | 59 |
|
|
2022
Q1 | $10.3M | Sell |
22,827
-11,002
| -33% | -$4.97M | 0.45% | 46 |
|
|
2021
Q4 | $16.1M | Buy |
33,829
+8,849
| +35% | +$4.2M | 0.67% | 25 |
|
|
2021
Q3 | $10.7M | Buy |
24,980
+1,109
| +5% | +$476K | 0.51% | 34 |
|
|
2021
Q2 | $10.3M | Buy |
23,871
+3,169
| +15% | +$1.36M | 0.51% | 34 |
|
|
2021
Q1 | $8.29M | Sell |
20,702
-9,768
| -32% | -$3.91M | 0.47% | 41 |
|
|
2020
Q4 | $11.4M | Sell |
30,470
-107
| -0.3% | -$40K | 0.82% | 19 |
|
|
2020
Q3 | $10.2M | Buy |
30,577
+5,971
| +24% | +$2M | 0.92% | 14 |
|
|
2020
Q2 | $7.59M | Sell |
24,606
-655
| -3% | -$202K | 0.76% | 22 |
|
|
2020
Q1 | $6.51M | Buy |
25,261
+87
| +0.3% | +$22.4K | 0.88% | 22 |
|
|
2019
Q4 | $8.1M | Buy |
25,174
+4,776
| +23% | +$1.54M | 1.02% | 11 |
|
|
2019
Q3 | $6.05M | Buy |
20,398
+63
| +0.3% | +$18.7K | 0.95% | 16 |
|
|
2019
Q2 | $5.96M | Sell |
20,335
-9,033
| -31% | -$2.65M | 1% | 15 |
|
|
2019
Q1 | $8.3M | Buy |
29,368
+8,049
| +38% | +$2.27M | 1.26% | 9 |
|
|
2018
Q4 | $5.33M | Buy |
21,319
+4,392
| +26% | +$1.1M | 1.16% | 11 |
|
|
2018
Q3 | $4.92M | Buy |
16,927
+2,465
| +17% | +$717K | 1% | 12 |
|
|
2018
Q2 | $3.92M | Sell |
14,462
-176
| -1% | -$47.7K | 0.94% | 21 |
|
|
2018
Q1 | $3.85M | Sell |
14,638
-684
| -4% | -$180K | 0.96% | 20 |
|
|
2017
Q4 | $4.09M | Sell |
15,322
-108
| -0.7% | -$28.8K | 1.46% | 5 |
|
|
2017
Q3 | $3.88M | Buy |
15,430
+1,464
| +10% | +$368K | 1.71% | 4 |
|
|
2017
Q2 | $3.38M | Buy |
13,966
+1,074
| +8% | +$260K | 1.74% | 4 |
|
|
2017
Q1 | $3.04M | Buy |
+12,892
| New | +$3.04M | 1.8% | 4 |
|