SWM
Scissortail 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 | $394K | Hold |
638
| – | – | 0.09% | 80 |
|
|
2025
Q1 | $357K | Buy |
638
+1
| +0.2% | +$559 | 0.09% | 84 |
|
|
2024
Q4 | $373K | Buy |
637
+633
| +15,825% | +$371K | 0.1% | 92 |
|
|
2024
Q3 | $313K | Buy |
+4
| New | +$313K | 0.08% | 97 |
|
|
2024
Q1 | – | Sell |
-1,420
| Closed | -$698K | – | 198 |
|
|
2023
Q4 | $698K | Buy |
+1,420
| New | +$698K | 0.22% | 85 |
|
|
2023
Q1 | – | Sell |
-2,310
| Closed | -$942K | – | 111 |
|
|
2022
Q4 | $942K | Buy |
+2,310
| New | +$942K | 0.55% | 41 |
|