WDG
Wealth Dimensions Group’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 | $11.6M | Buy |
18,839
+171
| +0.9% | +$106K | 2.57% | 13 |
|
|
2025
Q1 | $10.4M | Sell |
18,668
-8
| -0% | -$4.48K | 2.49% | 13 |
|
|
2024
Q4 | $10.9M | Sell |
18,676
-81
| -0.4% | -$47.5K | 2.68% | 11 |
|
|
2024
Q3 | $10.8M | Sell |
18,757
-243
| -1% | -$139K | 2.73% | 11 |
|
|
2024
Q2 | $10.3M | Sell |
19,000
-56
| -0.3% | -$30.5K | 2.95% | 10 |
|
|
2024
Q1 | $9.97M | Sell |
19,056
-172
| -0.9% | -$90K | 2.94% | 10 |
|
|
2023
Q4 | $9.14M | Sell |
19,228
-78
| -0.4% | -$37.1K | 2.89% | 10 |
|
|
2023
Q3 | $8.25M | Sell |
19,306
-388
| -2% | -$166K | 2.99% | 10 |
|
|
2023
Q2 | $8.73M | Buy |
19,694
+14
| +0.1% | +$6.21K | 3.18% | 10 |
|
|
2023
Q1 | $8.06M | Buy |
19,680
+1,311
| +7% | +$537K | 3.12% | 10 |
|
|
2022
Q4 | $7.02M | Buy |
18,369
+8,313
| +83% | +$3.18M | 2.87% | 9 |
|
|
2022
Q3 | $3.59M | Sell |
10,056
-103
| -1% | -$36.8K | 1.78% | 12 |
|
|
2022
Q2 | $3.83M | Sell |
10,159
-4
| -0% | -$1.51K | 1.82% | 12 |
|
|
2022
Q1 | $4.59M | Sell |
10,163
-276
| -3% | -$125K | 2.13% | 11 |
|
|
2021
Q4 | $4.96M | Sell |
10,439
-630
| -6% | -$299K | 2.43% | 10 |
|
|
2021
Q3 | $4.75M | Buy |
11,069
+830
| +8% | +$356K | 3.04% | 8 |
|
|
2021
Q2 | $4.38M | Sell |
10,239
-59
| -0.6% | -$25.3K | 2.97% | 8 |
|
|
2021
Q1 | $4.08M | Buy |
10,298
+552
| +6% | +$219K | 3.17% | 7 |
|
|
2020
Q4 | $3.64M | Buy |
+9,746
| New | +$3.64M | 3.15% | 7 |
|