Wealthgate Family Office’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.3M | Sell |
30,232
-2,422
| -7% | -$1.39M | 48.31% | 1 |
|
|
2024
Q2 | $17.8M | Sell |
32,654
-162
| -0.5% | -$88.2K | 43.72% | 1 |
|
|
2024
Q1 | $17.2M | Buy |
32,816
+55
| +0.2% | +$28.8K | 44.58% | 1 |
|
|
2023
Q4 | $15.6M | Buy |
32,761
+33
| +0.1% | +$15.7K | 43.13% | 1 |
|
|
2023
Q3 | $14M | Buy |
32,728
+31
| +0.1% | +$13.3K | 43.49% | 1 |
|
|
2023
Q2 | $14.5M | Sell |
32,697
-3,218
| -9% | -$1.43M | 42.39% | 1 |
|
|
2023
Q1 | $14.7M | Sell |
35,915
-11,092
| -24% | -$4.54M | 42.29% | 1 |
|
|
2022
Q4 | $18M | Sell |
47,007
-189
| -0.4% | -$72.3K | 48.83% | 1 |
|
|
2022
Q3 | $16.9M | Buy |
47,196
+75
| +0.2% | +$26.8K | 44.82% | 1 |
|
|
2022
Q2 | $17.8M | Sell |
47,121
-431
| -0.9% | -$163K | 43.89% | 1 |
|
|
2022
Q1 | $21.5M | Sell |
47,552
-9,111
| -16% | -$4.11M | 43.08% | 1 |
|
|
2021
Q4 | $26.9M | Sell |
56,663
-7,645
| -12% | -$3.63M | 41.91% | 1 |
|
|
2021
Q3 | $27.7M | Buy |
64,308
+39
| +0.1% | +$16.8K | 42.56% | 1 |
|
|
2021
Q2 | $27.5M | Sell |
64,269
-5,239
| -8% | -$2.24M | 54.23% | 1 |
|
|
2021
Q1 | $27.5M | Buy |
69,508
+64
| +0.1% | +$25.4K | 37.46% | 1 |
|
|
2020
Q4 | $26M | Buy |
+69,444
| New | +$26M | 38.83% | 1 |
|