SWC
Spectrum Wealth Counsel’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
Q1 | $116M | Sell |
208,198
-1,872
| -0.9% | -$1.05M | 13.98% | 1 |
|
|
2024
Q4 | $123M | Buy |
210,070
+1,681
| +0.8% | +$985K | 14.47% | 1 |
|
|
2024
Q3 | $120M | Buy |
208,389
+5,244
| +3% | +$3.01M | 14.12% | 1 |
|
|
2024
Q2 | $111M | Sell |
203,145
-1,021
| -0.5% | -$556K | 13.99% | 1 |
|
|
2024
Q1 | $107M | Buy |
204,166
+8,745
| +4% | +$4.57M | 13.06% | 1 |
|
|
2023
Q4 | $92.9M | Buy |
+195,421
| New | +$92.9M | 12.87% | 1 |
|