Total Wealth Planning’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 | $413K | Sell |
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|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $335K | Sell |
|
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|
2024
Q3 | $368K | Sell |
|
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|
2024
Q2 | $655K | Sell |
|
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|
2024
Q1 | $668K | Buy |
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|
2023
Q4 | $517K | Buy |
|
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $416K | Sell |
|
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|
2023
Q1 | $785K | Buy |
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|
2022
Q4 | $683K | Sell |
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|
2022
Q3 | $704K | Buy |
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|
2022
Q2 | $676K | Hold |
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|
2022
Q1 | $809K | Buy |
|