RCWM
Royal Capital 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 | $19.5M | Buy |
31,566
+95
| +0.3% | +$58.7K | 12.97% | 1 |
|
|
2025
Q1 | $17.6M | Buy |
31,471
+133
| +0.4% | +$74.4K | 12.34% | 1 |
|
|
2024
Q4 | $18.4M | Buy |
31,338
+712
| +2% | +$417K | 12.88% | 1 |
|
|
2024
Q3 | $17.6M | Buy |
30,626
+2,025
| +7% | +$1.16M | 12.42% | 1 |
|
|
2024
Q2 | $15.6M | Buy |
28,601
+395
| +1% | +$215K | 11.72% | 1 |
|
|
2024
Q1 | $14.8M | Buy |
28,206
+751
| +3% | +$393K | 11.59% | 1 |
|
|
2023
Q4 | $13M | Buy |
27,455
+1,606
| +6% | +$763K | 11.3% | 1 |
|
|
2023
Q3 | $11.1M | Buy |
25,849
+6,097
| +31% | +$2.61M | 10.59% | 1 |
|
|
2023
Q2 | $8.76M | Buy |
19,752
+7,971
| +68% | +$3.53M | 8.25% | 1 |
|
|
2023
Q1 | $4.82M | Buy |
11,781
+1,371
| +13% | +$561K | 4.86% | 4 |
|
|
2022
Q4 | $3.98M | Buy |
10,410
+43
| +0.4% | +$16.4K | 4.23% | 5 |
|
|
2022
Q3 | $3.7M | Buy |
10,367
+137
| +1% | +$48.9K | 4.31% | 4 |
|
|
2022
Q2 | $3.86M | Buy |
10,230
+2,602
| +34% | +$982K | 4.19% | 4 |
|
|
2022
Q1 | $3.45M | Buy |
7,628
+241
| +3% | +$109K | 3.37% | 6 |
|
|
2021
Q4 | $3.51M | Buy |
+7,387
| New | +$3.51M | 3.4% | 6 |
|