WG
Welch Group’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 | $3.12M | Buy |
5,052
+1,352
| +37% | +$835K | 0.13% | 64 |
|
|
2025
Q1 | $2.06M | Sell |
3,700
-4,748
| -56% | -$2.64M | 0.09% | 70 |
|
|
2024
Q4 | $4.97M | Buy |
8,448
+6,056
| +253% | +$3.56M | 0.22% | 60 |
|
|
2024
Q3 | $1.37M | Buy |
2,392
+114
| +5% | +$65.4K | 0.06% | 86 |
|
|
2024
Q2 | $1.24M | Sell |
2,278
-15
| -0.7% | -$8.17K | 0.06% | 85 |
|
|
2024
Q1 | $1.2M | Sell |
2,293
-1,451
| -39% | -$759K | 0.06% | 78 |
|
|
2023
Q4 | $1.78M | Buy |
3,744
+908
| +32% | +$432K | 0.1% | 72 |
|
|
2023
Q3 | $1.21M | Sell |
2,836
-79
| -3% | -$33.8K | 0.07% | 73 |
|
|
2023
Q2 | $1.29M | Sell |
2,915
-314
| -10% | -$139K | 0.07% | 72 |
|
|
2023
Q1 | $1.32M | Sell |
3,229
-3,064
| -49% | -$1.25M | 0.08% | 71 |
|
|
2022
Q4 | $2.41M | Buy |
+6,293
| New | +$2.41M | 0.14% | 64 |
|
|
2022
Q3 | – | Sell |
-2,274
| Closed | -$858K | – | 203 |
|
|
2022
Q2 | $858K | Sell |
2,274
-10,624
| -82% | -$4.01M | 0.05% | 83 |
|
|
2022
Q1 | $5.83M | Sell |
12,898
-3,340
| -21% | -$1.51M | 0.33% | 40 |
|
|
2021
Q4 | $7.71M | Buy |
16,238
+1,658
| +11% | +$788K | 0.45% | 36 |
|
|
2021
Q3 | $6.26M | Sell |
14,580
-79
| -0.5% | -$33.9K | 0.42% | 35 |
|
|
2021
Q2 | $6.28M | Sell |
14,659
-737
| -5% | -$315K | 0.43% | 34 |
|
|
2021
Q1 | $6.1M | Sell |
15,396
-176
| -1% | -$69.8K | 0.44% | 34 |
|
|
2020
Q4 | $5.82M | Sell |
15,572
-198
| -1% | -$74K | 0.47% | 37 |
|
|
2020
Q3 | $5.28M | Sell |
15,770
-207
| -1% | -$69.3K | 0.46% | 34 |
|
|
2020
Q2 | $4.93M | Buy |
15,977
+15,512
| +3,336% | +$4.78M | 0.46% | 34 |
|
|
2020
Q1 | $120K | Sell |
465
-19,973
| -98% | -$5.15M | 0.01% | 143 |
|
|
2019
Q4 | $6.58M | Buy |
20,438
+63
| +0.3% | +$20.3K | 0.65% | 35 |
|
|
2019
Q3 | $6.05M | Sell |
20,375
-359
| -2% | -$107K | 0.62% | 33 |
|
|
2019
Q2 | $6.08M | Sell |
20,734
-4,314
| -17% | -$1.26M | 0.65% | 33 |
|
|
2019
Q1 | $7.08M | Buy |
+25,048
| New | +$7.08M | 0.78% | 33 |
|
|
2018
Q4 | – | Sell |
-30,873
| Closed | -$8.98K | – | 149 |
|
|
2018
Q3 | $8.98K | Sell |
30,873
-337
| -1% | -$98 | 0.93% | 33 |
|
|
2018
Q2 | $8.47M | Sell |
31,210
-420
| -1% | -$114K | 1.05% | 32 |
|
|
2018
Q1 | $8.32M | Sell |
31,630
-15,703
| -33% | -$4.13M | 1.05% | 32 |
|
|
2017
Q4 | $12.6M | Buy |
47,333
+15,255
| +48% | +$4.07M | 1.96% | 30 |
|
|
2017
Q3 | $8.06M | Sell |
32,078
-6
| -0% | -$1.51K | 1.35% | 31 |
|
|
2017
Q2 | $7.76M | Buy |
32,084
+508
| +2% | +$123K | 1.29% | 31 |
|
|
2017
Q1 | $7.44M | Sell |
31,576
-9,669
| -23% | -$2.28M | 1.4% | 31 |
|
|
2016
Q4 | $9.22M | Buy |
41,245
+10,183
| +33% | +$2.28M | 1.8% | 31 |
|
|
2016
Q3 | $6.72M | Sell |
31,062
-1,859
| -6% | -$402K | 1.34% | 32 |
|
|
2016
Q2 | $6.9M | Buy |
32,921
+32,107
| +3,944% | +$6.73M | 1.4% | 31 |
|
|
2016
Q1 | $167K | Sell |
814
-2,839
| -78% | -$582K | 0.03% | 116 |
|
|
2015
Q4 | $745K | Buy |
3,653
+2,823
| +340% | +$576K | 0.13% | 55 |
|
|
2015
Q3 | $160K | Buy |
+830
| New | +$160K | 0.03% | 119 |
|