RLWM
RF&L Wealth Management’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 | $468K | Sell |
757
-25
| -3% | -$15.4K | 0.3% | 46 |
|
|
2025
Q1 | $437K | Hold |
782
| – | – | 0.31% | 43 |
|
|
2024
Q4 | $458K | Sell |
782
-60
| -7% | -$35.2K | 0.32% | 42 |
|
|
2024
Q3 | $483K | Hold |
842
| – | – | 0.34% | 44 |
|
|
2024
Q2 | $458K | Hold |
842
| – | – | 0.35% | 41 |
|
|
2024
Q1 | $440K | Hold |
842
| – | – | 0.34% | 40 |
|
|
2023
Q4 | $400K | Hold |
842
| – | – | 0.33% | 40 |
|
|
2023
Q3 | $360K | Hold |
842
| – | – | 0.33% | 39 |
|
|
2023
Q2 | $373K | Hold |
842
| – | – | 0.34% | 41 |
|
|
2023
Q1 | $345K | Hold |
842
| – | – | 0.33% | 41 |
|
|
2022
Q4 | $322K | Buy |
+842
| New | +$322K | 0.33% | 42 |
|