MGO Private Wealth’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
Q3
$7.06M Sell
2025
Q2
$6.72M Sell
2025
Q1
$6.31M Sell
2024
Q4
$6.73M Sell
2024
Q3
$6.77M Sell
2024
Q2
$6.83M Sell
2024
Q1
$6.85M Sell
2023
Q4
$6.44M Sell
2023
Q3
$6.1M Sell
2023
Q2
$7.34M Sell
2023
Q1
$7.97M Sell
2022
Q4
$19M Sell
2022
Q3
$22.8M Buy