SWM
Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9M | Sell |
64,647
-25,305
| -28% | -$15.6M | 1.43% | 10 |
|
|
2025
Q1 | $50.3M | Sell |
89,952
-1,101
| -1% | -$616K | 1.61% | 8 |
|
|
2024
Q4 | $53.4M | Buy |
91,053
+3,702
| +4% | +$2.17M | 1.66% | 8 |
|
|
2024
Q3 | $50.1M | Sell |
87,351
-621
| -0.7% | -$356K | 1.69% | 8 |
|
|
2024
Q2 | $47.9M | Buy |
87,972
+2,774
| +3% | +$1.51M | 1.69% | 8 |
|
|
2024
Q1 | $44.6M | Sell |
85,198
-1,933
| -2% | -$1.01M | 0.81% | 28 |
|
|
2023
Q4 | $42M | Sell |
87,131
-7,143
| -8% | -$3.45M | 1.39% | 9 |
|
|
2023
Q3 | $40.3M | Sell |
94,274
-525
| -0.6% | -$224K | 1.53% | 8 |
|
|
2023
Q2 | $42M | Sell |
94,799
-402
| -0.4% | -$178K | 1.55% | 9 |
|
|
2023
Q1 | $39M | Buy |
95,201
+21,653
| +29% | +$8.86M | 1.52% | 8 |
|
|
2022
Q4 | $28.1M | Buy |
73,548
+14,232
| +24% | +$5.44M | 1.58% | 10 |
|
|
2022
Q3 | $21.2M | Sell |
59,316
-37,852
| -39% | -$13.5M | 1.29% | 15 |
|
|
2022
Q2 | $36.7M | Sell |
97,168
-7,585
| -7% | -$2.86M | 1.51% | 7 |
|
|
2022
Q1 | $47.3M | Sell |
104,753
-32,175
| -23% | -$14.5M | 1.27% | 10 |
|
|
2021
Q4 | $65M | Buy |
136,928
+36,957
| +37% | +$17.6M | 1.44% | 7 |
|
|
2021
Q3 | $42.9M | Buy |
99,971
+2,957
| +3% | +$1.27M | 1.14% | 10 |
|
|
2021
Q2 | $41.5M | Sell |
97,014
-39,294
| -29% | -$16.8M | 1.12% | 11 |
|
|
2021
Q1 | $50.2M | Buy |
+136,308
| New | +$50.2M | 1.34% | 6 |
|