WANY
Wealthspire Advisors (New York)’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 | $268M | Sell |
433,684
-135,200
| -24% | -$83.5M | 1.51% | 17 |
|
|
2025
Q1 | $318M | Sell |
568,884
-17,249
| -3% | -$9.65M | 1.9% | 12 |
|
|
2024
Q4 | $344M | Sell |
586,133
-15,298
| -3% | -$8.97M | 3.41% | 6 |
|
|
2024
Q3 | $345M | Buy |
601,431
+9,884
| +2% | +$5.67M | 3.51% | 6 |
|
|
2024
Q2 | $322M | Sell |
591,547
-11,421
| -2% | -$6.22M | 4.12% | 6 |
|
|
2024
Q1 | $315M | Sell |
602,968
-8,834
| -1% | -$4.62M | 4.21% | 6 |
|
|
2023
Q4 | $291M | Buy |
611,802
+24,641
| +4% | +$11.7M | 4.13% | 6 |
|
|
2023
Q3 | $251M | Buy |
587,161
+11,786
| +2% | +$5.04M | 4.15% | 6 |
|
|
2023
Q2 | $255M | Buy |
575,375
+12,761
| +2% | +$5.66M | 4.17% | 6 |
|
|
2023
Q1 | $230M | Buy |
562,614
+1,205
| +0.2% | +$493K | 3.95% | 6 |
|
|
2022
Q4 | $215M | Sell |
561,409
-20,061
| -3% | -$7.67M | 3.91% | 6 |
|
|
2022
Q3 | $208M | Sell |
581,470
-11,189
| -2% | -$4M | 4.34% | 6 |
|
|
2022
Q2 | $224M | Buy |
592,659
+206,284
| +53% | +$77.8M | 4.67% | 6 |
|
|
2022
Q1 | $175M | Buy |
386,375
+31,824
| +9% | +$14.4M | 3.93% | 7 |
|
|
2021
Q4 | $168M | Sell |
354,551
-230,349
| -39% | -$109M | 3.73% | 7 |
|
|
2021
Q3 | $251M | Buy |
584,900
+190,514
| +48% | +$81.8M | 5.21% | 6 |
|
|
2021
Q2 | $169M | Buy |
394,386
+18,910
| +5% | +$8.09M | 4.44% | 6 |
|
|
2021
Q1 | $149M | Buy |
375,476
+2,390
| +0.6% | +$947K | 3.53% | 7 |
|
|
2020
Q4 | $139M | Buy |
373,086
+28,159
| +8% | +$10.5M | 4.15% | 6 |
|
|
2020
Q3 | $116M | Buy |
344,927
+165,484
| +92% | +$55.4M | 6.87% | 5 |
|
|
2020
Q2 | $55.3M | Sell |
179,443
-56,618
| -24% | -$17.5M | 3.85% | 7 |
|
|
2020
Q1 | $60.8M | Buy |
236,061
+60,212
| +34% | +$15.5M | 2.55% | 8 |
|
|
2019
Q4 | $56.6M | Sell |
175,849
-1,701
| -1% | -$547K | 4.12% | 7 |
|
|
2019
Q3 | $52.7M | Sell |
177,550
-1,373
| -0.8% | -$407K | 4.31% | 7 |
|
|
2019
Q2 | $52.4M | Buy |
178,923
+2,528
| +1% | +$741K | 4.57% | 7 |
|
|
2019
Q1 | $49.8M | Sell |
176,395
-3,203
| -2% | -$905K | 4.62% | 8 |
|
|
2018
Q4 | $44.9M | Buy |
+179,598
| New | +$44.9M | 4.33% | 7 |
|