LWM
LJI 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 | $5.57M | Buy |
9,010
+876
| +11% | +$541K | 0.97% | 17 |
|
|
2025
Q1 | $4.55M | Sell |
8,134
-757
| -9% | -$423K | 0.91% | 16 |
|
|
2024
Q4 | $5.21M | Sell |
8,891
-81
| -0.9% | -$47.5K | 1.03% | 16 |
|
|
2024
Q3 | $5.15M | Buy |
8,972
+164
| +2% | +$94.1K | 1.05% | 16 |
|
|
2024
Q2 | $4.79M | Buy |
+8,808
| New | +$4.79M | 1.06% | 17 |
|
|
2024
Q1 | – | Sell |
-8,169
| Closed | -$3.88M | – | 169 |
|
|
2023
Q4 | $3.88M | Buy |
8,169
+1,072
| +15% | +$510K | 1.01% | 17 |
|
|
2023
Q3 | $3.03M | Buy |
7,097
+830
| +13% | +$355K | 0.87% | 21 |
|
|
2023
Q2 | $2.78M | Buy |
6,267
+119
| +2% | +$52.8K | 0.81% | 22 |
|
|
2023
Q1 | $2.52M | Buy |
6,148
+714
| +13% | +$292K | 0.8% | 22 |
|
|
2022
Q4 | $2.08M | Buy |
+5,434
| New | +$2.08M | 0.73% | 24 |
|