Madison 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 | $6.1M | Sell |
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|
2025
Q2 | $5.78M | Sell |
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|
2025
Q1 | $5.28M | Buy |
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|
2024
Q4 | $5.53M | Sell |
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|
2024
Q3 | $5.42M | Buy |
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|
2024
Q2 | $4.36M | Hold |
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|
2024
Q1 | $4.19M | Sell |
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|
2023
Q4 | $3.84M | Buy |
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|
2023
Q3 | $3.42M | Buy |
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|
2023
Q2 | $3.54M | Buy |
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|
2023
Q1 | $3.25M | Buy |
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $3.54M | Buy |
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|
2021
Q4 | $3.71M | Buy |
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|
2021
Q3 | $3.34M | Buy |
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|
2021
Q2 | $3.32M | Buy |
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|
2021
Q1 | $2.88M | Hold |
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|
2020
Q4 | $2.88M | Buy |
|