Wedmont Private Capital’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
18,608
+2,596
| +16% | +$1.62M | 0.5% | 36 |
|
|
2025
Q1 | $8.55M | Buy |
16,012
+4
| +0% | +$2.14K | 0.44% | 38 |
|
|
2024
Q4 | $9.29M | Sell |
16,008
-203
| -1% | -$118K | 0.49% | 33 |
|
|
2024
Q3 | $9.2M | Sell |
16,211
-221
| -1% | -$125K | 0.53% | 30 |
|
|
2024
Q2 | $9.2M | Buy |
16,432
+2,301
| +16% | +$1.29M | 0.58% | 29 |
|
|
2024
Q1 | $7.34M | Buy |
14,131
+80
| +0.6% | +$41.5K | 0.54% | 32 |
|
|
2023
Q4 | $6.67M | Sell |
14,051
-266
| -2% | -$126K | 0.55% | 32 |
|
|
2023
Q3 | $6.19M | Buy |
14,317
+2,324
| +19% | +$1M | 0.63% | 28 |
|
|
2023
Q2 | $5.39M | Buy |
11,993
+592
| +5% | +$266K | 0.58% | 30 |
|
|
2023
Q1 | $4.67M | Buy |
11,401
+437
| +4% | +$179K | 0.62% | 26 |
|
|
2022
Q4 | $4.25M | Buy |
10,964
+1,337
| +14% | +$519K | 0.64% | 25 |
|
|
2022
Q3 | $3.44M | Sell |
9,627
-2,370
| -20% | -$847K | 0.69% | 29 |
|
|
2022
Q2 | $4.53M | Sell |
11,997
-1,584
| -12% | -$598K | 0.98% | 18 |
|
|
2022
Q1 | $6.2M | Buy |
13,581
+1,687
| +14% | +$771K | 1.38% | 14 |
|
|
2021
Q4 | $5.53M | Buy |
+11,894
| New | +$5.53M | 1.7% | 12 |
|