WCG Wealth Advisors’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 | $13.4M | Buy |
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|
2025
Q1 | $9.01M | Sell |
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|
2024
Q4 | $14.5M | Sell |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $9.46M | Buy |
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|
2024
Q1 | $7.33M | Sell |
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|
2023
Q4 | $21.8M | Buy |
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|
2023
Q3 | $17.4M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.21M | Buy |
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | $1.83M | Buy |
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