LMG Wealth Partners’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 | $11.9M | Buy |
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|
2025
Q2 | $11.1M | Buy |
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|
2025
Q1 | $9.28M | Buy |
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|
2024
Q4 | $9.71M | Hold |
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|
2024
Q3 | $9.51M | Hold |
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|
2024
Q2 | $9.02M | Buy |
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|
2024
Q1 | $8.66M | Buy |
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|
2023
Q4 | $7.86M | Buy |
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|
2023
Q3 | $7.07M | Buy |
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|
2023
Q2 | $7.32M | Hold |
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|
2023
Q1 | $6.76M | Hold |
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|
2022
Q4 | $6.57M | Buy |
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