TWM
Triton 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 | $1.54M | Buy |
+2,435
| New | +$1.54M | 0.66% | 20 |
|
|
2024
Q4 | $1.69M | Buy |
2,863
+14
| +0.5% | +$8.28K | 0.87% | 18 |
|
|
2024
Q3 | $1.62M | Buy |
2,849
+210
| +8% | +$119K | 0.92% | 17 |
|
|
2024
Q2 | $1.46M | Sell |
2,639
-42
| -2% | -$23.3K | 0.85% | 18 |
|
|
2024
Q1 | $1.35M | Sell |
2,681
-23
| -0.9% | -$11.6K | 0.94% | 14 |
|
|
2023
Q4 | $1.27M | Sell |
2,704
-40
| -1% | -$18.7K | 0.83% | 15 |
|
|
2023
Q3 | $1.19M | Sell |
2,744
-115
| -4% | -$50K | 0.8% | 16 |
|
|
2023
Q2 | $1.29M | Buy |
2,859
+4
| +0.1% | +$1.8K | 0.72% | 20 |
|
|
2023
Q1 | $1.23M | Sell |
2,855
-1,881
| -40% | -$812K | 0.76% | 19 |
|
|
2022
Q4 | $1.88M | Buy |
4,736
+116
| +3% | +$45.9K | 1.14% | 12 |
|
|
2022
Q3 | $1.74M | Sell |
4,620
-129
| -3% | -$48.6K | 1.03% | 13 |
|
|
2022
Q2 | $1.95M | Sell |
4,749
-2,450
| -34% | -$1M | 1.37% | 13 |
|
|
2022
Q1 | $3.24M | Hold |
7,199
| – | – | 1.68% | 8 |
|
|
2021
Q4 | $3.24M | Sell |
7,199
-4,146
| -37% | -$1.86M | 1.68% | 8 |
|
|
2021
Q3 | $5.07M | Sell |
11,345
-61
| -0.5% | -$27.3K | 2.42% | 7 |
|
|
2021
Q2 | $5.08M | Buy |
11,406
+717
| +7% | +$319K | 2.9% | 6 |
|
|
2021
Q1 | $4.35M | Buy |
10,689
+6,927
| +184% | +$2.82M | 2.95% | 7 |
|
|
2020
Q4 | $1.4M | Sell |
3,762
-556
| -13% | -$206K | 0.89% | 15 |
|
|
2020
Q3 | $1.46M | Sell |
4,318
-627
| -13% | -$212K | 1.23% | 19 |
|
|
2020
Q2 | $1.6M | Sell |
4,945
-86
| -2% | -$27.8K | 1.66% | 11 |
|
|
2020
Q1 | $1.45M | Buy |
+5,031
| New | +$1.45M | 2.35% | 8 |
|