MSWM
McGlone Suttner 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 | $553K | Sell |
895
-29
| -3% | -$17.9K | 0.08% | 107 |
|
|
2025
Q1 | $517K | Buy |
924
+31
| +3% | +$17.3K | 0.08% | 110 |
|
|
2024
Q4 | $523K | Buy |
893
+1
| +0.1% | +$586 | 0.09% | 99 |
|
|
2024
Q3 | $512K | Buy |
892
+3
| +0.3% | +$1.72K | 0.11% | 98 |
|
|
2024
Q2 | $423K | Sell |
889
-11
| -1% | -$5.23K | 0.09% | 94 |
|
|
2024
Q1 | $471K | Buy |
900
+11
| +1% | +$5.76K | 0.09% | 100 |
|
|
2023
Q4 | $423K | Buy |
889
+1
| +0.1% | +$475 | 0.08% | 94 |
|
|
2023
Q3 | $380K | Buy |
888
+1
| +0.1% | +$428 | 0.09% | 90 |
|
|
2023
Q2 | $393K | Sell |
887
-100
| -10% | -$44.3K | 0.09% | 89 |
|
|
2023
Q1 | $404K | Buy |
987
+2
| +0.2% | +$819 | 0.1% | 83 |
|
|
2022
Q4 | $377K | Buy |
+985
| New | +$377K | 0.12% | 82 |
|