Massachusetts Wealth Management’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 | $1.37M | Buy |
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|
2025
Q2 | $1.27M | Hold |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.25M | Hold |
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|
2024
Q3 | $1.22M | Hold |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $545K | Hold |
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|
2023
Q1 | $504K | Buy |
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|
2022
Q4 | $423K | Buy |
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