MilWealth Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.2K | Sell |
120
-2
| -2% | -$1.24K | 0.02% | 35 |
|
|
2025
Q1 | $68.3K | Sell |
122
-10
| -8% | -$5.6K | 0.02% | 39 |
|
|
2024
Q4 | $77.4K | Buy |
132
+5
| +4% | +$2.93K | 0.02% | 48 |
|
|
2024
Q3 | $72.9K | Sell |
127
-7
| -5% | -$4.02K | 0.02% | 35 |
|
|
2024
Q2 | $73K | Sell |
134
-52
| -28% | -$28.3K | 0.02% | 32 |
|
|
2024
Q1 | $97.3K | Hold |
186
| – | – | 0.03% | 30 |
|
|
2023
Q4 | $88.4K | Hold |
186
| – | – | 0.03% | 31 |
|
|
2023
Q3 | $79.5K | Buy |
186
+43
| +30% | +$18.4K | 0.03% | 31 |
|
|
2023
Q2 | $63.4K | Sell |
143
-19
| -12% | -$8.43K | 0.02% | 35 |
|
|
2023
Q1 | $66.4K | Hold |
162
| – | – | 0.03% | 33 |
|
|
2022
Q4 | $62K | Sell |
162
-7
| -4% | -$2.68K | 0.03% | 33 |
|
|
2022
Q3 | $60.4K | Hold |
169
| – | – | 0.03% | 32 |
|
|
2022
Q2 | $63.8K | Sell |
169
-10
| -6% | -$3.77K | 0.03% | 36 |
|
|
2022
Q1 | $80.9K | Hold |
179
| – | – | 0.03% | 35 |
|
|
2021
Q4 | $85.1K | Hold |
179
| – | – | 0.03% | 31 |
|
|
2021
Q3 | $76.9K | Hold |
179
| – | – | 0.03% | 31 |
|
|
2021
Q2 | $76.7K | Hold |
179
| – | – | 0.03% | 30 |
|
|
2021
Q1 | $71K | Hold |
179
| – | – | 0.03% | 29 |
|
|
2020
Q4 | $67K | Hold |
179
| – | – | 0.03% | 29 |
|
|
2020
Q3 | $60K | Hold |
179
| – | – | 0.03% | 30 |
|
|
2020
Q2 | $55.2K | Hold |
179
| – | – | 0.03% | 31 |
|
|
2020
Q1 | $46.2K | Hold |
179
| – | – | 0.04% | 31 |
|
|
2019
Q4 | $57.6K | Hold |
179
| – | – | 0.05% | 29 |
|
|
2019
Q3 | $53.1K | Hold |
179
| – | – | 0.04% | 28 |
|
|
2019
Q2 | $52.5K | Hold |
179
| – | – | 0.04% | 27 |
|
|
2019
Q1 | $50.6K | Hold |
179
| – | – | 0.05% | 27 |
|
|
2018
Q4 | $44.8K | Buy |
+179
| New | +$44.8K | 0.04% | 32 |
|