MWA
MN 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 | $425K | Sell |
688
-291
| -30% | -$180K | 0.25% | 74 |
|
|
2025
Q1 | $548K | Sell |
979
-131
| -12% | -$73.3K | 0.32% | 63 |
|
|
2024
Q4 | $651K | Buy |
1,110
+3
| +0.3% | +$1.76K | 0.37% | 57 |
|
|
2024
Q3 | $635K | Buy |
1,107
+53
| +5% | +$30.4K | 0.36% | 55 |
|
|
2024
Q2 | $574K | Buy |
1,054
+4
| +0.4% | +$2.18K | 0.33% | 59 |
|
|
2024
Q1 | $550K | Sell |
1,050
-313
| -23% | -$164K | 0.34% | 60 |
|
|
2023
Q4 | $648K | Buy |
+1,363
| New | +$648K | 0.45% | 53 |
|