Private Wealth Management Group’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 | $207K | Sell |
335
-20
| -6% | -$12.4K | 0.07% | 79 |
|
|
2025
Q1 | $199K | Hold |
355
| – | – | 0.07% | 81 |
|
|
2024
Q4 | $208K | Hold |
355
| – | – | 0.08% | 79 |
|
|
2024
Q3 | $204K | Sell |
355
-5
| -1% | -$2.87K | 0.08% | 73 |
|
|
2024
Q2 | $196K | Sell |
360
-113
| -24% | -$61.5K | 0.08% | 75 |
|
|
2024
Q1 | $247K | Hold |
473
| – | – | 0.11% | 58 |
|
|
2023
Q4 | $225K | Buy |
+473
| New | +$225K | 0.11% | 59 |
|