Moss Adams Wealth Advisors’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 | $2.46M | Buy |
3,972
+89
| +2% | +$55.1K | 0.22% | 42 |
|
|
2025
Q1 | $2.18M | Buy |
3,883
+18
| +0.5% | +$10.1K | 0.23% | 38 |
|
|
2024
Q4 | $2.27M | Sell |
3,865
-7
| -0.2% | -$4.12K | 0.24% | 32 |
|
|
2024
Q3 | $2.23M | Buy |
3,872
+7
| +0.2% | +$4.03K | 0.24% | 33 |
|
|
2024
Q2 | $2.11M | Buy |
3,865
+89
| +2% | +$48.6K | 0.29% | 28 |
|
|
2024
Q1 | $1.98M | Sell |
3,776
-298
| -7% | -$156K | 0.32% | 30 |
|
|
2023
Q4 | $1.95M | Sell |
4,074
-410
| -9% | -$196K | 0.41% | 25 |
|
|
2023
Q3 | $1.92M | Sell |
4,484
-198
| -4% | -$85K | 0.66% | 16 |
|
|
2023
Q2 | $2.08M | Sell |
4,682
-198
| -4% | -$88.1K | 0.68% | 19 |
|
|
2023
Q1 | $2.01M | Buy |
4,880
+258
| +6% | +$106K | 0.68% | 18 |
|
|
2022
Q4 | $1.78M | Buy |
+4,622
| New | +$1.78M | 0.89% | 20 |
|