Wealth Management Associates’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 | $655K | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $469K | Hold |
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|
2024
Q2 | $445K | Hold |
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $448K | Buy |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $231K | Hold |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $210K | Sell |
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|
2019
Q1 | $504K | Buy |
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