MWM
Moran 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 | $27.9M | Buy |
45,192
+4,096
| +10% | +$2.53M | 0.86% | 22 |
|
|
2025
Q1 | $23M | Sell |
41,096
-14,023
| -25% | -$7.84M | 0.77% | 25 |
|
|
2024
Q4 | $32.3M | Buy |
55,119
+5,448
| +11% | +$3.19M | 1.03% | 14 |
|
|
2024
Q3 | $28.5M | Buy |
49,671
+93
| +0.2% | +$53.4K | 0.88% | 22 |
|
|
2024
Q2 | $27M | Buy |
49,578
+2,463
| +5% | +$1.34M | 0.89% | 20 |
|
|
2024
Q1 | $24.6M | Sell |
47,115
-23,647
| -33% | -$12.4M | 0.8% | 24 |
|
|
2023
Q4 | $33.6M | Buy |
70,762
+28,934
| +69% | +$13.8M | 1.2% | 10 |
|
|
2023
Q3 | $17.9M | Sell |
41,828
-52
| -0.1% | -$22.2K | 0.69% | 43 |
|
|
2023
Q2 | $18.6M | Sell |
41,880
-256
| -0.6% | -$113K | 0.7% | 45 |
|
|
2023
Q1 | $17.3M | Buy |
42,136
+3,608
| +9% | +$1.48M | 0.65% | 53 |
|
|
2022
Q4 | $14.7M | Buy |
+38,528
| New | +$14.7M | 0.56% | 57 |
|