MSWM
Mowery & Schoenfeld 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 | $497K | Hold |
805
| – | – | 0.76% | 24 |
|
|
2025
Q1 | $450K | Hold |
805
| – | – | 0.88% | 27 |
|
|
2024
Q4 | $472K | Hold |
805
| – | – | 0.92% | 24 |
|
|
2024
Q3 | $462K | Hold |
805
| – | – | 0.73% | 22 |
|
|
2024
Q2 | $438K | Sell |
805
-775
| -49% | -$422K | 0.63% | 21 |
|
|
2024
Q1 | $826K | Hold |
1,580
| – | – | 1.59% | 13 |
|
|
2023
Q4 | $751K | Buy |
+1,580
| New | +$751K | 1.52% | 14 |
|