New Wave Wealth Advisors’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
Q3
$13.3M Hold
2025
Q2
$13.3M Sell
2025
Q1
$13.1M Sell
2024
Q4
$18.8M Buy
2024
Q3
$14.3M Buy
2024
Q2
$10.7M Buy