WA
Wealthstream Advisors’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 | $5.65M | Sell |
9,146
-37
| -0.4% | -$22.9K | 0.94% | 13 |
|
|
2025
Q1 | $5.14M | Buy |
9,183
+55
| +0.6% | +$30.8K | 0.96% | 13 |
|
|
2024
Q4 | $5.35M | Sell |
9,128
-69
| -0.8% | -$40.4K | 0.99% | 13 |
|
|
2024
Q3 | $5.28M | Buy |
9,197
+738
| +9% | +$423K | 0.96% | 13 |
|
|
2024
Q2 | $4.6M | Sell |
8,459
-43
| -0.5% | -$23.4K | 1.68% | 12 |
|
|
2024
Q1 | $4.45M | Sell |
8,502
-183
| -2% | -$95.7K | 1.69% | 13 |
|
|
2023
Q4 | $4.13M | Sell |
8,685
-203
| -2% | -$96.5K | 1.7% | 12 |
|
|
2023
Q3 | $3.8M | Buy |
8,888
+17
| +0.2% | +$7.27K | 1.96% | 11 |
|
|
2023
Q2 | $3.93M | Buy |
8,871
+2
| +0% | +$887 | 2.06% | 10 |
|
|
2023
Q1 | $3.63M | Buy |
8,869
+20
| +0.2% | +$8.19K | 2.17% | 10 |
|
|
2022
Q4 | $3.38M | Sell |
8,849
-183
| -2% | -$70K | 2.21% | 10 |
|
|
2022
Q3 | $3.23M | Sell |
9,032
-161
| -2% | -$57.5K | 3.47% | 6 |
|
|
2022
Q2 | $3.47M | Buy |
9,193
+690
| +8% | +$260K | 3.5% | 6 |
|
|
2022
Q1 | $3.84M | Buy |
8,503
+22
| +0.3% | +$9.94K | 3.36% | 5 |
|
|
2021
Q4 | $4.03M | Buy |
+8,481
| New | +$4.03M | 3.43% | 5 |
|