Massachusetts Wealth Management’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 | $1.27M | Hold |
2,054
| – | – | 0.72% | 55 |
|
|
2025
Q1 | $1.15M | Sell |
2,054
-71
| -3% | -$39.7K | 0.79% | 53 |
|
|
2024
Q4 | $1.25M | Hold |
2,125
| – | – | 0.77% | 53 |
|
|
2024
Q3 | $1.22M | Hold |
2,125
| – | – | 0.77% | 57 |
|
|
2024
Q2 | $1.16M | Sell |
2,125
-93
| -4% | -$50.6K | 0.78% | 52 |
|
|
2024
Q1 | $1.16M | Sell |
2,218
-25
| -1% | -$13.1K | 0.82% | 53 |
|
|
2023
Q4 | $1.07M | Buy |
2,243
+860
| +62% | +$409K | 0.86% | 49 |
|
|
2023
Q3 | $591K | Buy |
1,383
+153
| +12% | +$65.4K | 0.54% | 61 |
|
|
2023
Q2 | $545K | Hold |
1,230
| – | – | 0.52% | 62 |
|
|
2023
Q1 | $504K | Buy |
1,230
+190
| +18% | +$77.8K | 0.52% | 62 |
|
|
2022
Q4 | $423K | Buy |
+1,040
| New | +$423K | 0.41% | 64 |
|