W Advisors LLC’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.68M | Sell |
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|
2025
Q2 | $5.28M | Buy |
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|
2025
Q1 | $3.33M | Buy |
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|
2024
Q4 | $3.49M | Sell |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.25M | Hold |
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|
2024
Q1 | $3.13M | Buy |
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|
2023
Q4 | $2.84M | Hold |
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|
2023
Q3 | $2.55M | Buy |
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|
2023
Q2 | $2.64M | Hold |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.25M | Sell |
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|
2022
Q1 | $2.71M | Sell |
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|
2021
Q4 | $2.86M | Buy |
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