TLWM Financial’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 | $115M | Buy |
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|
2025
Q2 | $107M | Sell |
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|
2025
Q1 | $97.1M | Buy |
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|
2024
Q4 | $102M | Buy |
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|
2024
Q3 | $98.5M | Buy |
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|
2024
Q2 | $92.9M | Buy |
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|
2024
Q1 | $88.7M | Sell |
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|
2023
Q4 | $83.5M | Buy |
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|
2023
Q3 | $72.7M | Buy |
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|
2023
Q2 | $67.3M | Buy |
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|
2023
Q1 | $59M | Buy |
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|
2022
Q4 | $50.5M | Buy |
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|
2022
Q3 | $35.2M | Sell |
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|
2022
Q2 | $47.7M | Buy |
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|
2022
Q1 | $56.3M | Sell |
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|
2021
Q4 | $59.5M | Buy |
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|
2021
Q3 | $53.3M | Sell |
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|
2021
Q2 | $53.7M | Buy |
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|
2021
Q1 | $49.6M | Sell |
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|
2020
Q4 | $49.5M | Sell |
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|
2020
Q3 | $43.4M | Buy |
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|
2020
Q2 | $38.3M | Buy |
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|
2020
Q1 | $31.2M | Buy |
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|
2019
Q4 | $38.7M | Buy |
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|
2019
Q3 | $35.6M | Sell |
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|
2019
Q2 | $35.2M | Buy |
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|
2019
Q1 | $33.2M | Buy |
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|
2018
Q4 | $30.1M | Buy |
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|
2018
Q3 | $32.6M | Buy |
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|
2018
Q2 | $29.9M | Buy |
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|
2018
Q1 | $27.8M | Sell |
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|
2017
Q4 | $28.6M | Buy |
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