Wealthstreet Investment Advisors’s State Street 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
2021 Q3	–	Sell	-539	Closed	-$231K	–	92
2021 Q2	$231K	Sell	539 -1,443	-73%	-$602K	1.2%	27
2021 Q1	$786K	Buy	1,982 +226	+13%	+$87.2K	0.08%	196
2020 Q4	$657K	Sell	1,756 -248	-12%	-$88K	0.07%	211
2020 Q3	$672K	Buy	2,004 +357	+22%	+$118K	0.08%	188
2020 Q2	$508K	Sell	1,647 -100	-6%	-$29.3K	0.06%	210
2020 Q1	$450K	Sell	1,747 -2,333	-57%	-$712K	0.07%	203
2019 Q4	$1.31M	Buy	4,080 +414	+11%	+$127K	0.15%	128
2019 Q3	$1.11M	Buy	3,666 +1,211	+49%	+$358K	0.14%	130
2019 Q2	$720K	Buy	2,455 +11	+0.5%	+$3.17K	0.09%	176
2019 Q1	$690K	Buy	2,444 +1,626	+199%	+$442K	0.09%	183
2018 Q4	$216K	Buy	818 +14	+2%	+$3.77K	0.03%	307
2018 Q3	$234K	Sell	804 -3	-0.4%	-$854	0.03%	322
2018 Q2	$219K	Sell	807 -51	-6%	-$13.8K	0.03%	322
2018 Q1	$226K	Buy	+858	New	+$234K	0.03%	316