McGlone Suttner 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
Q2
$553K Sell
2025
Q1
$517K Buy
2024
Q4
$523K Buy
2024
Q3
$512K Buy
2024
Q2
$423K Sell
2024
Q1
$471K Buy
2023
Q4
$423K Buy
2023
Q3
$380K Buy
2023
Q2
$393K Sell
2023
Q1
$404K Buy
2022
Q4
$377K Buy