MGWM
Marks Group 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 | $6.05M | Buy |
9,787
+2,782
| +40% | +$1.72M | 0.56% | 77 |
|
|
2025
Q1 | $3.92M | Buy |
7,005
+28
| +0.4% | +$15.7K | 0.38% | 88 |
|
|
2024
Q4 | $4.09M | Buy |
6,977
+464
| +7% | +$272K | 0.4% | 87 |
|
|
2024
Q3 | $3.74M | Sell |
6,513
-1
| -0% | -$574 | 0.36% | 89 |
|
|
2024
Q2 | $3.55M | Buy |
6,514
+110
| +2% | +$59.9K | 0.37% | 86 |
|
|
2024
Q1 | $3.35M | Hold |
6,404
| – | – | 0.35% | 89 |
|
|
2023
Q4 | $3.04M | Buy |
6,404
+71
| +1% | +$33.7K | 0.35% | 92 |
|
|
2023
Q3 | $2.71M | Buy |
6,333
+908
| +17% | +$388K | 0.34% | 97 |
|
|
2023
Q2 | $2.4M | Sell |
5,425
-34
| -0.6% | -$15.1K | 0.29% | 107 |
|
|
2023
Q1 | $2.23M | Buy |
5,459
+360
| +7% | +$147K | 0.29% | 111 |
|
|
2022
Q4 | $1.95M | Sell |
5,099
-39
| -0.8% | -$14.9K | 0.27% | 114 |
|
|
2022
Q3 | $1.84M | Buy |
5,138
+51
| +1% | +$18.2K | 0.28% | 108 |
|
|
2022
Q2 | $1.92M | Sell |
5,087
-2,269
| -31% | -$856K | 0.28% | 109 |
|
|
2022
Q1 | $3.32M | Buy |
7,356
+2,602
| +55% | +$1.18M | 0.42% | 86 |
|
|
2021
Q4 | $2.26M | Buy |
4,754
+3,870
| +438% | +$1.84M | 0.28% | 114 |
|
|
2021
Q3 | $379K | Buy |
884
+60
| +7% | +$25.7K | 0.05% | 227 |
|
|
2021
Q2 | $352K | Hold |
824
| – | – | 0.05% | 208 |
|
|
2021
Q1 | $326K | Sell |
824
-88
| -10% | -$34.8K | 0.05% | 205 |
|
|
2020
Q4 | $341K | Sell |
912
-282
| -24% | -$105K | 0.05% | 199 |
|
|
2020
Q3 | $400K | Buy |
1,194
+282
| +31% | +$94.5K | 0.07% | 182 |
|
|
2020
Q2 | $281K | Hold |
912
| – | – | 0.06% | 197 |
|
|
2020
Q1 | $235K | Sell |
912
-196
| -18% | -$50.5K | 0.06% | 196 |
|
|
2019
Q4 | $357K | Buy |
+1,108
| New | +$357K | 0.07% | 189 |
|