WMP
Wealth Management Partners’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 | $3.12M | Buy |
5,019
+21
| +0.4% | +$13K | 1.1% | 17 |
|
|
2025
Q1 | $2.8M | Sell |
4,998
-64
| -1% | -$35.8K | 1.3% | 21 |
|
|
2024
Q4 | $2.97M | Buy |
5,062
+39
| +0.8% | +$22.9K | 1.28% | 19 |
|
|
2024
Q3 | $2.88M | Sell |
5,023
-466
| -8% | -$267K | 1.34% | 20 |
|
|
2024
Q2 | $2.99M | Buy |
5,489
+2
| +0% | +$1.09K | 1.45% | 15 |
|
|
2024
Q1 | $2.87M | Sell |
5,487
-115
| -2% | -$60.2K | 1.46% | 17 |
|
|
2023
Q4 | $2.66M | Buy |
5,602
+39
| +0.7% | +$18.5K | 1.49% | 18 |
|
|
2023
Q3 | $2.38M | Sell |
5,563
-111
| -2% | -$47.5K | 1.48% | 18 |
|
|
2023
Q2 | $2.52M | Buy |
5,674
+111
| +2% | +$49.2K | 1.58% | 17 |
|
|
2023
Q1 | $2.28M | Sell |
5,563
-437
| -7% | -$179K | 1.59% | 16 |
|
|
2022
Q4 | $2.23M | Hold |
6,000
| – | – | 1.86% | 14 |
|
|
2022
Q3 | $2.07M | Sell |
6,000
-1,000
| -14% | -$344K | 1.82% | 16 |
|
|
2022
Q2 | $2.4M | Buy |
7,000
+1,000
| +17% | +$343K | 2.1% | 13 |
|
|
2022
Q1 | $2.68M | Hold |
6,000
| – | – | 1.91% | 14 |
|
|
2021
Q4 | $2.88M | Buy |
6,000
+59
| +1% | +$28.3K | 1.97% | 14 |
|
|
2021
Q3 | $2.55M | Sell |
5,941
-147
| -2% | -$63.1K | 1.89% | 13 |
|
|
2021
Q2 | $2.61M | Sell |
6,088
-144
| -2% | -$61.6K | 1.81% | 13 |
|
|
2021
Q1 | $2.53M | Sell |
6,232
-787
| -11% | -$320K | 1.89% | 12 |
|
|
2020
Q4 | $2.69M | Buy |
+7,019
| New | +$2.69M | 2.11% | 11 |
|