Madison Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Sell |
9,359
-87
| -0.9% | -$53.8K | 1.26% | 16 |
|
|
2025
Q1 | $5.28M | Buy |
9,446
+2
| +0% | +$1.12K | 1.3% | 16 |
|
|
2024
Q4 | $5.53M | Sell |
9,444
-6
| -0.1% | -$3.52K | 1.55% | 14 |
|
|
2024
Q3 | $5.42M | Buy |
9,450
+1,444
| +18% | +$828K | 1.61% | 13 |
|
|
2024
Q2 | $4.36M | Hold |
8,006
| – | – | 1.49% | 15 |
|
|
2024
Q1 | $4.19M | Sell |
8,006
-71
| -0.9% | -$37.1K | 1.51% | 14 |
|
|
2023
Q4 | $3.84M | Buy |
8,077
+71
| +0.9% | +$33.7K | 1.52% | 14 |
|
|
2023
Q3 | $3.42M | Buy |
8,006
+28
| +0.4% | +$12K | 1.73% | 12 |
|
|
2023
Q2 | $3.54M | Buy |
7,978
+29
| +0.4% | +$12.9K | 1.65% | 13 |
|
|
2023
Q1 | $3.25M | Buy |
7,949
+34
| +0.4% | +$13.9K | 1.64% | 13 |
|
|
2022
Q4 | $3.03M | Buy |
7,915
+33
| +0.4% | +$12.6K | 1.77% | 12 |
|
|
2022
Q3 | $2.82M | Buy |
7,882
+31
| +0.4% | +$11.1K | 1.84% | 12 |
|
|
2022
Q2 | $2.96M | Buy |
7,851
+12
| +0.2% | +$4.53K | 1.88% | 12 |
|
|
2022
Q1 | $3.54M | Buy |
7,839
+28
| +0.4% | +$12.6K | 1.98% | 13 |
|
|
2021
Q4 | $3.71M | Buy |
7,811
+24
| +0.3% | +$11.4K | 1.87% | 13 |
|
|
2021
Q3 | $3.34M | Buy |
7,787
+37
| +0.5% | +$15.9K | 1.89% | 13 |
|
|
2021
Q2 | $3.32M | Buy |
7,750
+55
| +0.7% | +$23.5K | 1.9% | 13 |
|
|
2021
Q1 | $2.88M | Hold |
7,695
| – | – | 2.02% | 13 |
|
|
2020
Q4 | $2.88M | Buy |
+7,695
| New | +$2.88M | 1.93% | 14 |
|