MWM
Maripau 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 | $3.33M | Buy |
5,410
+301
| +6% | +$185K | 1.68% | 11 |
|
|
2025
Q1 | $2.87M | Buy |
5,109
+672
| +15% | +$377K | 1.64% | 13 |
|
|
2024
Q4 | $2.61M | Buy |
+4,437
| New | +$2.61M | 1.55% | 18 |
|
|
2024
Q3 | – | Sell |
-3,560
| Closed | -$1.94M | – | 121 |
|
|
2024
Q2 | $1.94M | Buy |
3,560
+491
| +16% | +$268K | 1.33% | 18 |
|
|
2024
Q1 | $1.61M | Buy |
3,069
+355
| +13% | +$186K | 1.2% | 19 |
|
|
2023
Q4 | $1.29M | Sell |
2,714
-200
| -7% | -$95K | 1.12% | 22 |
|
|
2023
Q3 | $1.25M | Buy |
2,914
+470
| +19% | +$201K | 1.15% | 24 |
|
|
2023
Q2 | $1.08M | Buy |
2,444
+618
| +34% | +$274K | 0.96% | 26 |
|
|
2023
Q1 | $748K | Buy |
1,826
+237
| +15% | +$97K | 0.78% | 29 |
|
|
2022
Q4 | $618K | Buy |
1,589
+167
| +12% | +$64.9K | 0.64% | 38 |
|
|
2022
Q3 | $549K | Buy |
1,422
+773
| +119% | +$298K | 0.59% | 42 |
|
|
2022
Q2 | $267K | Sell |
649
-604
| -48% | -$248K | 0.29% | 63 |
|
|
2022
Q1 | $538K | Buy |
1,253
+384
| +44% | +$165K | 0.49% | 51 |
|
|
2021
Q4 | $390K | Buy |
+869
| New | +$390K | 0.37% | 60 |
|