Schwarz Dygos Wheeler Investment Advisors’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 | $1.17M | Hold |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $974K | Buy |
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|
2024
Q4 | $836K | Buy |
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|
2024
Q3 | $782K | Sell |
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|
2024
Q2 | $748K | Buy |
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|
2024
Q1 | $714K | Buy |
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|
2023
Q4 | $638K | Hold |
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|
2023
Q3 | $574K | Sell |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $568K | Buy |
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|
2022
Q4 | $371K | Hold |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $455K | Buy |
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|
2021
Q4 | $338K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $71K | Hold |
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|
2020
Q2 | $67K | Buy |
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