Weitzel Financial Services’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
$784K Hold
2025
Q2
$757K Buy
2025
Q1
$506K Buy
2024
Q4
$530K Buy
2024
Q3
$277K Hold
2024
Q2
$265K Buy
2024
Q1
$208K Buy
2022
Q2
Sell
2022
Q1
$219K Buy
2021
Q4
$227K Buy