National Wealth Management Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $598K | Buy |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $275K | Buy |
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