Wealth Dimensions Group’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 | $12.4M | Sell |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $10.3M | Sell |
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|
2024
Q1 | $9.97M | Sell |
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|
2023
Q4 | $9.14M | Sell |
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|
2023
Q3 | $8.25M | Sell |
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|
2023
Q2 | $8.73M | Buy |
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|
2023
Q1 | $8.06M | Buy |
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|
2022
Q4 | $7.02M | Buy |
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|
2022
Q3 | $3.59M | Sell |
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|
2022
Q2 | $3.83M | Sell |
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|
2022
Q1 | $4.59M | Sell |
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|
2021
Q4 | $4.96M | Sell |
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|
2021
Q3 | $4.75M | Buy |
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|
2021
Q2 | $4.38M | Sell |
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|
2021
Q1 | $4.08M | Buy |
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|
2020
Q4 | $3.64M | Buy |
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