USWIA
UP Strategic Wealth Investment Advisors’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 | $429K | Hold |
695
| – | – | 0.33% | 47 |
|
|
2025
Q1 | $389K | Hold |
695
| – | – | 0.35% | 51 |
|
|
2024
Q4 | $407K | Hold |
695
| – | – | 0.41% | 44 |
|
|
2024
Q3 | $399K | Hold |
695
| – | – | 0.45% | 41 |
|
|
2024
Q2 | $378K | Sell |
695
-26
| -4% | -$14.2K | 0.57% | 38 |
|
|
2024
Q1 | $377K | Buy |
+721
| New | +$377K | 0.62% | 36 |
|