SWM
StoneCrest 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 | $559K | Sell |
904
-81
| -8% | -$50K | 0.27% | 55 |
|
|
2025
Q1 | $551K | Sell |
985
-6
| -0.6% | -$3.36K | 0.35% | 46 |
|
|
2024
Q4 | $581K | Sell |
991
-2
| -0.2% | -$1.17K | 0.38% | 41 |
|
|
2024
Q3 | $570K | Buy |
993
+251
| +34% | +$144K | 0.41% | 41 |
|
|
2024
Q2 | $404K | Sell |
742
-530
| -42% | -$288K | 0.31% | 46 |
|
|
2024
Q1 | $665K | Sell |
1,272
-13
| -1% | -$6.8K | 0.58% | 35 |
|
|
2023
Q4 | $611K | Buy |
+1,285
| New | +$611K | 0.59% | 33 |
|