SVWG
Shared Vision Wealth Group’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 | $3.21M | Sell |
5,082
-32
| -0.6% | -$20.2K | 1.6% | 17 |
|
|
2025
Q1 | $2.86M | Sell |
5,114
-3
| -0.1% | -$1.68K | 1.56% | 14 |
|
|
2024
Q4 | $3M | Buy |
5,117
+39
| +0.8% | +$22.9K | 1.58% | 14 |
|
|
2024
Q3 | $2.91M | Hold |
5,078
| – | – | 1.56% | 14 |
|
|
2024
Q2 | $2.76M | Buy |
5,078
+114
| +2% | +$62K | 1.61% | 15 |
|
|
2024
Q1 | $2.6M | Hold |
4,964
| – | – | 1.62% | 13 |
|
|
2023
Q4 | $2.36M | Buy |
+4,964
| New | +$2.36M | 1.58% | 13 |
|