LWM Advisory Services’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
Q2 | $12.8M | Buy |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $20.6M | Sell |
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|
2024
Q3 | $20.8M | Buy |
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|
2024
Q2 | $11.5M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $3.28M | Sell |
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|
2023
Q2 | $4.04M | Sell |
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|
2023
Q1 | $3.87M | Sell |
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|
2022
Q4 | $3.63M | Sell |
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|
2022
Q3 | $4.39M | Buy |
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|
2022
Q2 | $4.51M | Sell |
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|
2022
Q1 | $5.68M | Buy |
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|
2021
Q4 | $5.47M | Buy |
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