RW Investment Management’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 | $880K | Hold |
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|
2025
Q2 | $816K | Sell |
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|
2025
Q1 | $751K | Buy |
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|
2024
Q4 | $785K | Sell |
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|
2024
Q3 | $804K | Hold |
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|
2024
Q2 | $763K | Sell |
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|
2024
Q1 | $786K | Hold |
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|
2023
Q4 | $714K | Hold |
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|
2023
Q3 | $642K | Hold |
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|
2023
Q2 | $666K | Hold |
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|
2023
Q1 | $615K | Buy |
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|
2022
Q4 | $295K | Buy |
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