MCWA
Meadow Creek Wealth Advisors’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 | $415K | Buy |
671
+1
| +0.1% | +$618 | 0.28% | 72 |
|
|
2025
Q1 | $375K | Buy |
670
+2
| +0.3% | +$1.12K | 0.28% | 75 |
|
|
2024
Q4 | $392K | Buy |
668
+1
| +0.1% | +$586 | 0.28% | 74 |
|
|
2024
Q3 | $383K | Buy |
667
+1
| +0.2% | +$574 | 0.3% | 78 |
|
|
2024
Q2 | $362K | Buy |
666
+2
| +0.3% | +$1.09K | 0.34% | 73 |
|
|
2024
Q1 | $348K | Buy |
664
+107
| +19% | +$56K | 0.24% | 95 |
|
|
2023
Q4 | $265K | Buy |
+557
| New | +$265K | 0.26% | 82 |
|
|
2022
Q3 | – | Sell |
-547
| Closed | -$207K | – | 100 |
|
|
2022
Q2 | $207K | Sell |
547
-329
| -38% | -$125K | 0.25% | 95 |
|
|
2022
Q1 | $396K | Sell |
876
-349
| -28% | -$158K | 0.43% | 69 |
|
|
2021
Q4 | $582K | Buy |
+1,225
| New | +$582K | 0.55% | 40 |
|