MWM
McNaughton 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 | $477K | Hold |
772
| – | – | 0.21% | 61 |
|
|
2025
Q1 | $432K | Hold |
772
| – | – | 0.21% | 63 |
|
|
2024
Q4 | $452K | Sell |
772
-8
| -1% | -$4.69K | 0.22% | 47 |
|
|
2024
Q3 | $448K | Sell |
780
-4
| -0.5% | -$2.3K | 0.22% | 49 |
|
|
2024
Q2 | $427K | Buy |
784
+17
| +2% | +$9.25K | 0.23% | 46 |
|
|
2024
Q1 | $401K | Sell |
767
-3
| -0.4% | -$1.57K | 0.22% | 46 |
|
|
2023
Q4 | $366K | Sell |
770
-30
| -4% | -$14.3K | 0.22% | 47 |
|
|
2023
Q3 | $342K | Sell |
800
-38
| -5% | -$16.2K | 0.23% | 47 |
|
|
2023
Q2 | $371K | Sell |
838
-8
| -0.9% | -$3.55K | 0.24% | 52 |
|
|
2023
Q1 | $346K | Buy |
846
+18
| +2% | +$7.37K | 0.23% | 47 |
|
|
2022
Q4 | $317K | Buy |
828
+184
| +29% | +$70.4K | 0.22% | 49 |
|
|
2022
Q3 | $230K | Buy |
+644
| New | +$230K | 0.17% | 51 |
|