SSW
Stone Summit Wealth’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 | $2.74M | Buy |
4,433
+282
| +7% | +$174K | 0.85% | 41 |
|
|
2025
Q1 | $2.32M | Buy |
4,151
+171
| +4% | +$95.7K | 0.79% | 46 |
|
|
2024
Q4 | $2.33M | Sell |
3,980
-492
| -11% | -$288K | 0.78% | 44 |
|
|
2024
Q3 | $2.57M | Buy |
4,472
+356
| +9% | +$204K | 0.83% | 40 |
|
|
2024
Q2 | $2.24M | Buy |
4,116
+59
| +1% | +$32.1K | 0.8% | 39 |
|
|
2024
Q1 | $2.12M | Buy |
4,057
+50
| +1% | +$26.2K | 0.74% | 45 |
|
|
2023
Q4 | $1.9M | Buy |
4,007
+2,192
| +121% | +$1.04M | 0.73% | 46 |
|
|
2023
Q3 | $776K | Buy |
1,815
+873
| +93% | +$373K | 0.33% | 77 |
|
|
2023
Q2 | $418K | Buy |
942
+80
| +9% | +$35.5K | 0.17% | 101 |
|
|
2023
Q1 | $353K | Sell |
862
-8
| -0.9% | -$3.28K | 0.16% | 107 |
|
|
2022
Q4 | $333K | Buy |
870
+125
| +17% | +$47.8K | 0.16% | 108 |
|
|
2022
Q3 | $266K | Sell |
745
-50
| -6% | -$17.9K | 0.16% | 113 |
|
|
2022
Q2 | $300K | Buy |
795
+88
| +12% | +$33.2K | 0.18% | 108 |
|
|
2022
Q1 | $321K | Buy |
+707
| New | +$321K | 0.18% | 112 |
|