Roger Wittlin Investment Advisory’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 | $9.75M | Sell |
|
|||||
|
2025
Q2 | $10.6M | Sell |
|
|||||
|
2025
Q1 | $10.3M | Sell |
|
|||||
|
2024
Q4 | $11.4M | Buy |
|
|||||
|
2024
Q3 | $8.99M | Buy |
|
|||||
|
2024
Q2 | $6.65M | Buy |
|
|||||
|
2024
Q1 | $2.77M | Buy |
|
|||||
|
2023
Q4 | $2.51M | Buy |
|
|||||
|
2023
Q3 | $2.25M | Buy |
|
|||||
|
2023
Q2 | $2.28M | Buy |
|
|||||
|
2023
Q1 | $1.72M | Buy |
|
|||||
|
2022
Q4 | $709K | Buy |
|
|||||
|
2022
Q3 | $657K | Sell |
|
|||||
|
2022
Q2 | $1.14M | Buy |
|