Wealth Effects’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 | $761K | Sell |
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|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $710K | Sell |
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|
2024
Q4 | $814K | Sell |
|
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|
2024
Q3 | $866K | Buy |
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|
2024
Q2 | $783K | Sell |
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|
2024
Q1 | $886K | Sell |
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|
2023
Q4 | $981K | Buy |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $414K | Buy |
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