TWP
Tempus Wealth Planning’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 | $6.84M | Buy |
11,069
+2,074
| +23% | +$1.28M | 1.7% | 11 |
|
|
2025
Q1 | $5.03M | Buy |
8,995
+1,117
| +14% | +$625K | 1.5% | 12 |
|
|
2024
Q4 | $4.62M | Buy |
7,878
+822
| +12% | +$482K | 1.41% | 16 |
|
|
2024
Q3 | $4.05M | Buy |
7,056
+1,685
| +31% | +$967K | 1.48% | 14 |
|
|
2024
Q2 | $2.92M | Buy |
5,371
+456
| +9% | +$248K | 1.22% | 15 |
|
|
2024
Q1 | $2.57M | Sell |
4,915
-374
| -7% | -$196K | 1.13% | 20 |
|
|
2023
Q4 | $2.51M | Buy |
5,289
+939
| +22% | +$446K | 1.1% | 21 |
|
|
2023
Q3 | $1.86M | Buy |
4,350
+199
| +5% | +$85.1K | 0.93% | 22 |
|
|
2023
Q2 | $1.84M | Sell |
4,151
-19
| -0.5% | -$8.42K | 0.83% | 33 |
|
|
2023
Q1 | $1.71M | Buy |
4,170
+144
| +4% | +$59K | 0.83% | 22 |
|
|
2022
Q4 | $1.54M | Sell |
4,026
-96
| -2% | -$36.7K | 0.94% | 26 |
|
|
2022
Q3 | $1.47M | Buy |
4,122
+1,282
| +45% | +$458K | 0.98% | 25 |
|
|
2022
Q2 | $1.07M | Sell |
2,840
-685
| -19% | -$258K | 0.88% | 26 |
|
|
2022
Q1 | $1.59M | Buy |
3,525
+819
| +30% | +$370K | 1.13% | 22 |
|
|
2021
Q4 | $1.29M | Buy |
2,706
+60
| +2% | +$28.5K | 0.69% | 38 |
|
|
2021
Q3 | $1.14M | Buy |
2,646
+466
| +21% | +$200K | 0.64% | 44 |
|
|
2021
Q2 | $933K | Buy |
+2,180
| New | +$933K | 0.62% | 48 |
|