WWA
WCG Wealth Advisors’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 | $13.4M | Buy |
21,657
+5,558
| +35% | +$3.43M | 0.87% | 31 |
|
|
2025
Q1 | $9.01M | Sell |
16,099
-8,625
| -35% | -$4.82M | 0.68% | 45 |
|
|
2024
Q4 | $14.5M | Sell |
24,724
-2,138
| -8% | -$1.25M | 0.96% | 27 |
|
|
2024
Q3 | $15.4M | Buy |
26,862
+9,481
| +55% | +$5.44M | 1.04% | 23 |
|
|
2024
Q2 | $9.46M | Buy |
17,381
+3,370
| +24% | +$1.83M | 0.7% | 41 |
|
|
2024
Q1 | $7.33M | Sell |
14,011
-31,911
| -69% | -$16.7M | 0.61% | 53 |
|
|
2023
Q4 | $21.8M | Buy |
45,922
+5,160
| +13% | +$2.45M | 1.6% | 12 |
|
|
2023
Q3 | $17.4M | Buy |
+40,762
| New | +$17.4M | 1.28% | 19 |
|
|
2023
Q1 | – | Sell |
-11,000
| Closed | -$4.21M | – | 167 |
|
|
2022
Q4 | $4.21M | Buy |
11,000
+6,015
| +121% | +$2.3M | 0.58% | 46 |
|
|
2022
Q3 | $1.79M | Buy |
4,985
+128
| +3% | +$46K | 0.24% | 84 |
|
|
2022
Q2 | $1.83M | Buy |
+4,857
| New | +$1.83M | 0.25% | 76 |
|