Waypoint Wealth Counsel’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 | $11.2M | Buy |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $8.63M | Sell |
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|
2024
Q4 | $9.08M | Buy |
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|
2024
Q3 | $8.88M | Buy |
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|
2024
Q2 | $7.94M | Sell |
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|
2024
Q1 | $7.78M | Buy |
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|
2023
Q4 | $5.58M | Buy |
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|
2023
Q3 | $4.55M | Buy |
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|
2023
Q2 | $4.39M | Buy |
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|
2023
Q1 | $4.04M | Buy |
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|
2022
Q4 | $3.71M | Buy |
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