SWMG LLC’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $740K | Buy |
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|
2025
Q2 | $698K | Sell |
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|
2025
Q1 | $618K | Buy |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $617K | Sell |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | $482K | Sell |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $931K | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $612K | Buy |
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|
2021
Q1 | $473K | Buy |
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|
2020
Q4 | $443K | Buy |
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