Wealthspan Partners’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 | $1.41M | Buy |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $984K | Buy |
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|
2024
Q2 | $868K | Buy |
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|
2024
Q1 | $756K | Buy |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $461K | Hold |
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|
2023
Q1 | $425K | Sell |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $426K | Buy |
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