SWM
Selective 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 | $2.23M | Sell |
3,578
-45
| -1% | -$28.1K | 0.82% | 18 |
|
|
2025
Q1 | $1.93M | Sell |
3,623
-46
| -1% | -$24.6K | 0.84% | 19 |
|
|
2024
Q4 | $2.14M | Sell |
3,669
-45
| -1% | -$26.2K | 0.87% | 18 |
|
|
2024
Q3 | $2.13M | Sell |
3,714
-51
| -1% | -$29.2K | 0.88% | 19 |
|
|
2024
Q2 | $2.09M | Sell |
3,765
-78
| -2% | -$43.4K | 0.92% | 20 |
|
|
2024
Q1 | $1.98M | Sell |
3,843
-36
| -0.9% | -$18.5K | 0.86% | 21 |
|
|
2023
Q4 | $1.81M | Buy |
3,879
+488
| +14% | +$228K | 0.91% | 21 |
|
|
2023
Q3 | $1.44M | Sell |
3,391
-1,962
| -37% | -$833K | 0.79% | 22 |
|
|
2023
Q2 | $2.35M | Buy |
+5,353
| New | +$2.35M | 1.17% | 20 |
|
|
2022
Q4 | $2.44M | Buy |
6,159
+795
| +15% | +$315K | 1.29% | 23 |
|
|
2022
Q3 | $1.92M | Sell |
5,364
-320
| -6% | -$114K | 0.82% | 26 |
|
|
2022
Q2 | $2.14M | Buy |
5,684
+2,200
| +63% | +$830K | 0.76% | 28 |
|
|
2022
Q1 | $1.57M | Buy |
3,484
+1,646
| +90% | +$743K | 0.57% | 29 |
|
|
2021
Q4 | $873K | Buy |
1,838
+1,496
| +437% | +$711K | 0.36% | 40 |
|
|
2021
Q3 | $147K | Buy |
342
+218
| +176% | +$93.7K | 0.08% | 134 |
|
|
2021
Q2 | $53K | Hold |
124
| – | – | 0.04% | 185 |
|
|
2021
Q1 | $49K | Sell |
124
-74
| -37% | -$29.2K | 0.04% | 129 |
|
|
2020
Q4 | $74K | Buy |
198
+157
| +383% | +$58.7K | 0.05% | 88 |
|
|
2020
Q3 | $14K | Buy |
+41
| New | +$14K | 0.01% | 184 |
|