TW
TritonPoint Wealth’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 | $3.72M | Sell |
6,006
-27
| -0.4% | -$16.7K | 0.34% | 77 |
|
|
2025
Q1 | $3.38M | Sell |
6,033
-313
| -5% | -$176K | 0.32% | 84 |
|
|
2024
Q4 | $3.73M | Sell |
6,346
-92
| -1% | -$54.1K | 0.34% | 80 |
|
|
2024
Q3 | $3.69M | Sell |
6,438
-2,265
| -26% | -$1.3M | 0.34% | 81 |
|
|
2024
Q2 | $4.75M | Sell |
8,703
-114
| -1% | -$62.2K | 0.46% | 60 |
|
|
2024
Q1 | $4.3M | Sell |
8,817
-187
| -2% | -$91.1K | 0.45% | 61 |
|
|
2023
Q4 | $4.3M | Buy |
+9,004
| New | +$4.3M | 0.42% | 65 |
|