LWM
Lodestone 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 | $556K | Buy |
901
+35
| +4% | +$21.6K | 0.27% | 92 |
|
|
2025
Q1 | $485K | Sell |
866
-3,905
| -82% | -$2.19M | 0.26% | 95 |
|
|
2024
Q4 | $2.8M | Buy |
4,771
+3,924
| +463% | +$2.3M | 1.4% | 22 |
|
|
2024
Q3 | $486K | Sell |
847
-894
| -51% | -$513K | 0.24% | 89 |
|
|
2024
Q2 | $948K | Sell |
1,741
-1,626
| -48% | -$885K | 0.5% | 64 |
|
|
2024
Q1 | $1.76M | Buy |
3,367
+1,722
| +105% | +$901K | 0.92% | 42 |
|
|
2023
Q4 | $782K | Sell |
1,645
-2,256
| -58% | -$1.07M | 0.45% | 64 |
|
|
2023
Q3 | $1.67M | Buy |
+3,901
| New | +$1.67M | 1.17% | 30 |
|