WealthPlan Investment Management’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 | $6.35M | Sell |
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|
2025
Q2 | $6.19M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $972K | Buy |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $951K | Sell |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q1 | $2.87M | Buy |
|