MGWA
Monument Group 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 | $374K | Hold |
606
| – | – | 0.24% | 27 |
|
|
2025
Q1 | $339K | Hold |
606
| – | – | 0.24% | 30 |
|
|
2024
Q4 | $355K | Hold |
606
| – | – | 0.25% | 28 |
|
|
2024
Q3 | $348K | Hold |
606
| – | – | 0.21% | 29 |
|
|
2024
Q2 | $330K | Hold |
606
| – | – | 0.22% | 31 |
|
|
2024
Q1 | $317K | Hold |
606
| – | – | 0.23% | 31 |
|
|
2023
Q4 | $288K | Buy |
+606
| New | +$288K | 0.25% | 31 |
|