SWA
Strategies Wealth Advisors’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 | $1.46M | Sell |
2,367
-198
| -8% | -$122K | 0.16% | 45 |
|
|
2025
Q1 | $1.43M | Sell |
2,565
-46
| -2% | -$25.7K | 0.18% | 42 |
|
|
2024
Q4 | $1.58M | Sell |
2,611
-385
| -13% | -$233K | 0.2% | 38 |
|
|
2024
Q3 | $1.72M | Sell |
2,996
-165
| -5% | -$94.7K | 0.23% | 33 |
|
|
2024
Q2 | $1.72M | Buy |
+3,161
| New | +$1.72M | 0.25% | 32 |
|