Northwest Wealth Management’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
$437K Hold
2025
Q2
$405K Sell
2025
Q1
$402K Buy
2024
Q4
$377K Buy
2024
Q3
$335K Buy
2019
Q2
Sell
2019
Q1
$4K Hold
2018
Q4
$3K Hold
2018
Q3
$4K Hold
2018
Q2
$4K Hold
2018
Q1
$4K Buy