Smith Shellnut Wilson’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $615K | Hold |
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|
2024
Q3 | $602K | Hold |
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|
2024
Q2 | $571K | Hold |
|
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|
2024
Q1 | $549K | Hold |
|
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|
2023
Q4 | $499K | Buy |
|
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $417K | Buy |
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