Signature Wealth Management Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
7,045
-29
| -0.4% | -$17.9K | 2.49% | 10 |
|
|
2025
Q1 | $3.96M | Buy |
7,074
+2
| +0% | +$1.12K | 2.59% | 9 |
|
|
2024
Q4 | $4.14M | Buy |
7,072
+15
| +0.2% | +$8.79K | 2.85% | 9 |
|
|
2024
Q3 | $4.05M | Buy |
7,057
+10
| +0.1% | +$5.74K | 2.93% | 9 |
|
|
2024
Q2 | $3.84M | Buy |
7,047
+67
| +1% | +$36.5K | 2.92% | 9 |
|
|
2024
Q1 | $3.65M | Buy |
6,980
+100
| +1% | +$52.3K | 2.97% | 9 |
|
|
2023
Q4 | $3.27M | Sell |
6,880
-10
| -0.1% | -$4.75K | 2.86% | 10 |
|
|
2023
Q3 | $2.95M | Hold |
6,890
| – | – | 2.88% | 8 |
|
|
2023
Q2 | $3.05M | Sell |
6,890
-31
| -0.4% | -$13.7K | 2.83% | 8 |
|
|
2023
Q1 | $2.83M | Sell |
6,921
-32
| -0.5% | -$13.1K | 2.63% | 7 |
|
|
2022
Q4 | $2.66M | Hold |
6,953
| – | – | 2.62% | 9 |
|
|
2022
Q3 | $2.48M | Hold |
6,953
| – | – | 2.73% | 9 |
|
|
2022
Q2 | $2.62M | Sell |
6,953
-48
| -0.7% | -$18.1K | 2.69% | 8 |
|
|
2022
Q1 | $3.16M | Buy |
7,001
+20
| +0.3% | +$9.03K | 2.69% | 8 |
|
|
2021
Q4 | $3.32M | Buy |
6,981
+54
| +0.8% | +$25.7K | 2.81% | 6 |
|
|
2021
Q3 | $2.97M | Buy |
6,927
+131
| +2% | +$56.2K | 2.7% | 8 |
|
|
2021
Q2 | $2.91M | Sell |
6,796
-200
| -3% | -$85.6K | 2.64% | 8 |
|
|
2021
Q1 | $2.77M | Sell |
6,996
-26
| -0.4% | -$10.3K | 2.66% | 9 |
|
|
2020
Q4 | $2.63M | Buy |
+7,022
| New | +$2.63M | 2.62% | 10 |
|