TWA
Tandem 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 | $16.8M | Buy |
27,238
+4,187
| +18% | +$2.59M | 8.32% | 4 |
|
|
2025
Q1 | $12.9M | Sell |
23,051
-576
| -2% | -$322K | 6.74% | 6 |
|
|
2024
Q4 | $13.8M | Buy |
23,627
+3,259
| +16% | +$1.91M | 7.07% | 5 |
|
|
2024
Q3 | $11.7M | Sell |
20,368
-211
| -1% | -$121K | 5.92% | 7 |
|
|
2024
Q2 | $11.2M | Sell |
20,579
-48
| -0.2% | -$26.1K | 6% | 6 |
|
|
2024
Q1 | $10.7M | Sell |
20,627
-135
| -0.7% | -$70.1K | 5.89% | 7 |
|
|
2023
Q4 | $9.87M | Sell |
20,762
-1,142
| -5% | -$543K | 5.69% | 6 |
|
|
2023
Q3 | $9.36M | Buy |
21,904
+366
| +2% | +$156K | 5.72% | 6 |
|
|
2023
Q2 | $9.54M | Sell |
21,538
-331
| -2% | -$147K | 5.77% | 6 |
|
|
2023
Q1 | $8.95M | Buy |
21,869
+707
| +3% | +$289K | 5.57% | 7 |
|
|
2022
Q4 | $8.09M | Buy |
+21,162
| New | +$8.09M | 5.14% | 8 |
|