OBWG
Onyx Bridge Wealth Group’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 | $4.69M | Buy |
7,596
+276
| +4% | +$171K | 0.62% | 40 |
|
|
2025
Q1 | $4.09M | Buy |
7,320
+453
| +7% | +$253K | 0.59% | 43 |
|
|
2024
Q4 | $4.02M | Buy |
6,867
+410
| +6% | +$240K | 0.58% | 39 |
|
|
2024
Q3 | $3.7M | Sell |
6,457
-128
| -2% | -$73.4K | 0.56% | 40 |
|
|
2024
Q2 | $3.58M | Sell |
6,585
-397
| -6% | -$216K | 0.59% | 39 |
|
|
2024
Q1 | $3.55M | Buy |
6,982
+582
| +9% | +$296K | 0.63% | 37 |
|
|
2023
Q4 | $3.04M | Buy |
6,400
+388
| +6% | +$184K | 0.61% | 29 |
|
|
2023
Q3 | $2.57M | Buy |
6,012
+134
| +2% | +$57.3K | 0.6% | 31 |
|
|
2023
Q2 | $2.61M | Buy |
5,878
+3,227
| +122% | +$1.43M | 0.62% | 35 |
|
|
2023
Q1 | $1.09M | Sell |
2,651
-81
| -3% | -$33.2K | 0.43% | 47 |
|
|
2022
Q4 | $1.06M | Buy |
2,732
+31
| +1% | +$12K | 0.43% | 34 |
|
|
2022
Q3 | $963K | Sell |
2,701
-387
| -13% | -$138K | 0.44% | 33 |
|
|
2022
Q2 | $1.22M | Buy |
3,088
+254
| +9% | +$100K | 0.54% | 22 |
|
|
2022
Q1 | $1.18M | Buy |
2,834
+61
| +2% | +$25.4K | 0.45% | 25 |
|
|
2021
Q4 | $1.33M | Sell |
2,773
-365
| -12% | -$174K | 0.45% | 26 |
|
|
2021
Q3 | $1.4M | Buy |
3,138
+984
| +46% | +$440K | 0.53% | 21 |
|
|
2021
Q2 | $929K | Buy |
2,154
+285
| +15% | +$123K | 0.4% | 28 |
|
|
2021
Q1 | $741K | Buy |
1,869
+237
| +15% | +$94K | 0.37% | 31 |
|
|
2020
Q4 | $610K | Buy |
+1,632
| New | +$610K | 0.4% | 34 |
|