TSWM
Tyler-Stone 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 | $8.52M | Sell |
13,786
-1,206
| -8% | -$745K | 1.37% | 15 |
|
|
2025
Q1 | $8.39M | Sell |
14,992
-810
| -5% | -$453K | 1.5% | 13 |
|
|
2024
Q4 | $9.26M | Buy |
15,802
+78
| +0.5% | +$45.7K | 1.65% | 13 |
|
|
2024
Q3 | $9.02M | Buy |
15,724
+8,070
| +105% | +$4.63M | 1.7% | 11 |
|
|
2024
Q2 | $4.17M | Buy |
7,654
+213
| +3% | +$116K | 1.71% | 9 |
|
|
2024
Q1 | $3.89M | Buy |
7,441
+271
| +4% | +$142K | 1.72% | 9 |
|
|
2023
Q4 | $3.41M | Buy |
7,170
+536
| +8% | +$255K | 1.71% | 10 |
|
|
2023
Q3 | $2.84M | Sell |
6,634
-31
| -0.5% | -$13.3K | 1.62% | 12 |
|
|
2023
Q2 | $2.95M | Buy |
+6,665
| New | +$2.95M | 1.67% | 9 |
|
|
2022
Q4 | $2.68M | Buy |
6,996
+136
| +2% | +$52K | 1.82% | 9 |
|
|
2022
Q3 | $2.45M | Buy |
6,860
+930
| +16% | +$332K | 1.87% | 7 |
|
|
2022
Q2 | $2.24M | Sell |
5,930
-122
| -2% | -$46K | 1.49% | 13 |
|
|
2022
Q1 | $2.73M | Buy |
6,052
+1,385
| +30% | +$625K | 1.5% | 13 |
|
|
2021
Q4 | $2.22M | Buy |
+4,667
| New | +$2.22M | 1.17% | 18 |
|