One Wealth Management Investment & Advisory Services’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 | $3.31M | Buy |
5,359
+2,817
| +111% | +$1.74M | 4.27% | 9 |
|
|
2025
Q1 | $1.42M | Buy |
2,542
+90
| +4% | +$50.4K | 2.36% | 12 |
|
|
2024
Q4 | $1.44M | Buy |
2,452
+524
| +27% | +$307K | 2.28% | 11 |
|
|
2024
Q3 | $1.11M | Buy |
1,928
+4
| +0.2% | +$2.3K | 1.94% | 12 |
|
|
2024
Q2 | $1.05M | Buy |
1,924
+63
| +3% | +$34.3K | 0.42% | 41 |
|
|
2024
Q1 | $973K | Sell |
1,861
-220
| -11% | -$115K | 0.4% | 43 |
|
|
2023
Q4 | $989K | Buy |
+2,081
| New | +$989K | 0.44% | 43 |
|