SPWG
Syntegra Private Wealth Group’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 | $1.16M | Buy |
1,881
+177
| +10% | +$109K | 0.12% | 60 |
|
|
2025
Q1 | $953K | Sell |
1,704
-70
| -4% | -$39.2K | 0.11% | 53 |
|
|
2024
Q4 | $1.04M | Sell |
1,774
-40
| -2% | -$23.4K | 0.12% | 53 |
|
|
2024
Q3 | $1.04M | Sell |
1,814
-153
| -8% | -$87.8K | 0.12% | 52 |
|
|
2024
Q2 | $1.07M | Sell |
1,967
-17
| -0.9% | -$9.25K | 0.14% | 47 |
|
|
2024
Q1 | $1.04M | Sell |
1,984
-43
| -2% | -$22.5K | 0.13% | 46 |
|
|
2023
Q4 | $963K | Buy |
2,027
+20
| +1% | +$9.51K | 0.14% | 43 |
|
|
2023
Q3 | $858K | Buy |
2,007
+66
| +3% | +$28.2K | 0.13% | 45 |
|
|
2023
Q2 | $860K | Buy |
1,941
+6
| +0.3% | +$2.66K | 0.13% | 45 |
|
|
2023
Q1 | $792K | Sell |
1,935
-328
| -14% | -$134K | 0.14% | 47 |
|
|
2022
Q4 | $865K | Buy |
+2,263
| New | +$865K | 0.17% | 38 |
|