SWM
SigFig 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,019
| Closed | -$555K | – | 128 |
|
|
2024
Q2 | $555K | Sell |
1,019
-1,452
| -59% | -$790K | 0.02% | 103 |
|
|
2024
Q1 | $1.29M | Sell |
2,471
-1,799
| -42% | -$941K | 0.05% | 94 |
|
|
2023
Q4 | $2.03M | Sell |
4,270
-966
| -18% | -$459K | 0.08% | 80 |
|
|
2023
Q3 | $2.24M | Buy |
5,236
+517
| +11% | +$221K | 0.09% | 73 |
|
|
2023
Q2 | $2.07M | Buy |
+4,719
| New | +$2.07M | 0.08% | 73 |
|