Waypoint Wealth Partners’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
Q2 | $616K | Hold |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $572K | Sell |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $644K | Buy |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $515K | Hold |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $567K | Hold |
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|
2022
Q3 | $529K | Hold |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $428K | Sell |
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|
2021
Q3 | $447K | Hold |
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|
2021
Q2 | $446K | Sell |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $396K | Buy |
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