TMWM
Taylor & Morgan 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 | $27.5M | Sell |
44,485
-187
| -0.4% | -$116K | 18.55% | 1 |
|
|
2025
Q1 | $25M | Buy |
44,672
+461
| +1% | +$258K | 18.84% | 1 |
|
|
2024
Q4 | $25.9M | Sell |
44,211
-6,561
| -13% | -$3.85M | 18.21% | 1 |
|
|
2024
Q3 | $29.1M | Sell |
50,772
-8
| -0% | -$4.59K | 19.54% | 1 |
|
|
2024
Q2 | $27.6M | Buy |
50,780
+3,063
| +6% | +$1.67M | 19.54% | 1 |
|
|
2024
Q1 | $25M | Buy |
47,717
+1,039
| +2% | +$543K | 18.32% | 1 |
|
|
2023
Q4 | $22.2M | Buy |
46,678
+1,448
| +3% | +$688K | 17.64% | 1 |
|
|
2023
Q3 | $19.3M | Sell |
45,230
-794
| -2% | -$339K | 17.43% | 1 |
|
|
2023
Q2 | $20.4M | Buy |
46,024
+3,384
| +8% | +$1.5M | 16.74% | 1 |
|
|
2023
Q1 | $17.5M | Buy |
42,640
+5,439
| +15% | +$2.23M | 15.18% | 1 |
|
|
2022
Q4 | $14.2M | Buy |
37,201
+1,118
| +3% | +$428K | 13.41% | 1 |
|
|
2022
Q3 | $12.9M | Sell |
36,083
-2,076
| -5% | -$741K | 12.83% | 1 |
|
|
2022
Q2 | $14.4M | Buy |
38,159
+2,247
| +6% | +$848K | 13.65% | 1 |
|
|
2022
Q1 | $16.2M | Buy |
35,912
+4,768
| +15% | +$2.15M | 13.27% | 1 |
|
|
2021
Q4 | $14.8M | Buy |
+31,144
| New | +$14.8M | 11.97% | 1 |
|