SVWAG
Sound View Wealth Advisors 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 | $12.2M | Buy |
19,786
+390
| +2% | +$241K | 0.9% | 28 |
|
|
2025
Q1 | $10.8M | Buy |
19,396
+1,545
| +9% | +$864K | 0.89% | 28 |
|
|
2024
Q4 | $10.5M | Buy |
17,851
+24
| +0.1% | +$14.1K | 0.84% | 31 |
|
|
2024
Q3 | $10.2M | Buy |
17,827
+3,033
| +21% | +$1.74M | 0.83% | 32 |
|
|
2024
Q2 | $8.05M | Buy |
14,794
+248
| +2% | +$135K | 0.83% | 32 |
|
|
2024
Q1 | $7.61M | Buy |
14,546
+4,474
| +44% | +$2.34M | 0.81% | 33 |
|
|
2023
Q4 | $4.79M | Sell |
10,072
-356
| -3% | -$169K | 0.53% | 50 |
|
|
2023
Q3 | $4.46M | Buy |
10,428
+743
| +8% | +$318K | 0.55% | 46 |
|
|
2023
Q2 | $4.29M | Buy |
9,685
+367
| +4% | +$163K | 0.56% | 47 |
|
|
2023
Q1 | $3.81M | Sell |
9,318
-754
| -7% | -$309K | 0.52% | 48 |
|
|
2022
Q4 | $4.79M | Buy |
10,072
+4,003
| +66% | +$1.9M | 0.53% | 50 |
|
|
2022
Q3 | $2.17M | Buy |
6,069
+379
| +7% | +$135K | 0.49% | 55 |
|
|
2022
Q2 | $2.15M | Buy |
5,690
+301
| +6% | +$114K | 0.45% | 60 |
|
|
2022
Q1 | $2.43M | Buy |
5,389
+629
| +13% | +$284K | 0.46% | 56 |
|
|
2021
Q4 | $2.26M | Buy |
4,760
+43
| +0.9% | +$20.4K | 0.43% | 58 |
|
|
2021
Q3 | $2.02M | Buy |
4,717
+3,132
| +198% | +$1.34M | 0.42% | 57 |
|
|
2021
Q2 | $679K | Buy |
1,585
+156
| +11% | +$66.8K | 0.14% | 142 |
|
|
2021
Q1 | $566K | Buy |
1,429
+122
| +9% | +$48.3K | 0.13% | 146 |
|
|
2020
Q4 | $489K | Buy |
1,307
+76
| +6% | +$28.4K | 0.12% | 153 |
|
|
2020
Q3 | $412K | Buy |
1,231
+25
| +2% | +$8.37K | 0.11% | 164 |
|
|
2020
Q2 | $372K | Buy |
1,206
+80
| +7% | +$24.7K | 0.1% | 166 |
|
|
2020
Q1 | $290K | Sell |
1,126
-122
| -10% | -$31.4K | 0.1% | 164 |
|
|
2019
Q4 | $402K | Buy |
1,248
+100
| +9% | +$32.2K | 0.11% | 157 |
|
|
2019
Q3 | $341K | Hold |
1,148
| – | – | 0.1% | 173 |
|
|
2019
Q2 | $336K | Buy |
+1,148
| New | +$336K | 0.1% | 176 |
|