Laidlaw Wealth Management’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
Q3
$518K Sell
2025
Q2
$482K Buy
2024
Q1
Sell
2023
Q4
$666K Buy
2023
Q3
$507K Sell
2023
Q2
$4.37M Buy
2023
Q1
$3.46M Sell
2022
Q4
$3.52M Buy
2022
Q3
$3.03M Sell
2022
Q2
$3.35M Buy
2022
Q1
$2.81M Sell
2021
Q4
$3.58M Buy
2021
Q3
$3.09M Buy
2020
Q4
Sell
2020
Q3
$565K Buy
2020
Q1
Sell
2019
Q4
$431K Buy