MWM
MGB 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 | $10.1M | Buy |
16,313
+2,671
| +20% | +$1.65M | 3.31% | 4 |
|
|
2025
Q1 | $7.61M | Buy |
13,642
+1,449
| +12% | +$808K | 2.75% | 4 |
|
|
2024
Q4 | $7.16M | Buy |
12,193
+254
| +2% | +$149K | 2.22% | 8 |
|
|
2024
Q3 | $6.84M | Sell |
11,939
-70
| -0.6% | -$40.1K | 2.48% | 6 |
|
|
2024
Q2 | $6.7M | Buy |
12,009
+394
| +3% | +$220K | 2.51% | 7 |
|
|
2024
Q1 | $6.08M | Buy |
11,615
+412
| +4% | +$216K | 2.47% | 5 |
|
|
2023
Q4 | $5.32M | Buy |
+11,203
| New | +$5.32M | 2.68% | 5 |
|