UWM
USAdvisors 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 | $5.76M | Buy |
9,319
+205
| +2% | +$127K | 2.14% | 13 |
|
|
2025
Q1 | $5.1M | Buy |
9,114
+87
| +1% | +$48.7K | 1.78% | 13 |
|
|
2024
Q4 | $5.29M | Buy |
9,027
+1,390
| +18% | +$815K | 1.72% | 16 |
|
|
2024
Q3 | $4.36M | Buy |
7,637
+414
| +6% | +$237K | 1.53% | 18 |
|
|
2024
Q2 | $3.93M | Buy |
7,223
+509
| +8% | +$277K | 1.38% | 24 |
|
|
2024
Q1 | $3.51M | Buy |
6,714
+440
| +7% | +$230K | 1.33% | 24 |
|
|
2023
Q4 | $2.98M | Sell |
6,274
-76
| -1% | -$36.1K | 1.24% | 28 |
|
|
2023
Q3 | $2.71M | Buy |
6,350
+167
| +3% | +$71.4K | 1.21% | 30 |
|
|
2023
Q2 | $2.74M | Sell |
6,183
-35
| -0.6% | -$15.5K | 1.3% | 27 |
|
|
2023
Q1 | $2.55M | Sell |
6,218
-9
| -0.1% | -$3.69K | 1.21% | 29 |
|
|
2022
Q4 | $2.38M | Buy |
6,227
+610
| +11% | +$233K | 1.15% | 30 |
|
|
2022
Q3 | $2.01M | Buy |
5,617
+455
| +9% | +$162K | 1.03% | 29 |
|
|
2022
Q2 | $1.95M | Buy |
5,162
+364
| +8% | +$137K | 0.98% | 29 |
|
|
2022
Q1 | $2.17M | Buy |
4,798
+176
| +4% | +$79.5K | 0.92% | 28 |
|
|
2021
Q4 | $2.2M | Sell |
4,622
-1,333
| -22% | -$633K | 0.89% | 28 |
|
|
2021
Q3 | $2.56M | Buy |
5,955
+554
| +10% | +$238K | 1.11% | 26 |
|
|
2021
Q2 | $2.31M | Sell |
5,401
-145
| -3% | -$62K | 1.26% | 24 |
|
|
2021
Q1 | $2.2M | Sell |
5,546
-219
| -4% | -$86.8K | 1.06% | 26 |
|
|
2020
Q4 | $2.15M | Sell |
5,765
-23
| -0.4% | -$8.56K | 1.03% | 25 |
|
|
2020
Q3 | $1.92K | Buy |
5,788
+354
| +7% | +$117 | 0.3% | 25 |
|
|
2020
Q2 | $1.68M | Buy |
5,434
+325
| +6% | +$100K | 0.89% | 26 |
|
|
2020
Q1 | $1.32M | Sell |
5,109
-119
| -2% | -$30.7K | 0.81% | 28 |
|
|
2019
Q4 | $1.68M | Sell |
5,228
-4,490
| -46% | -$1.44M | 0.87% | 22 |
|
|
2019
Q3 | $2.88M | Buy |
9,718
+4,843
| +99% | +$1.44M | 1.49% | 19 |
|
|
2019
Q2 | $1.43K | Buy |
4,875
+1
| +0% | – | 0.61% | 19 |
|
|
2019
Q1 | $1.38M | Buy |
4,874
+73
| +2% | +$20.6K | 0.98% | 15 |
|
|
2018
Q4 | $1.2M | Sell |
4,801
-266
| -5% | -$66.5K | 0.98% | 15 |
|
|
2018
Q3 | $1.47M | Buy |
5,067
+4
| +0.1% | +$1.16K | 1.06% | 15 |
|
|
2018
Q2 | $1.37M | Buy |
5,063
+951
| +23% | +$258K | 1.04% | 16 |
|
|
2018
Q1 | $1.08M | Buy |
4,112
+773
| +23% | +$203K | 0.86% | 19 |
|
|
2017
Q4 | $891K | Buy |
+3,339
| New | +$891K | 0.76% | 18 |
|