WFAG
Wescott Financial Advisory 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 | $1.09M | Buy |
1,757
+2
| +0.1% | +$1.24K | 0.1% | 86 |
|
|
2025
Q1 | $982K | Sell |
1,755
-95
| -5% | -$53.2K | 0.1% | 82 |
|
|
2024
Q4 | $1.08M | Sell |
1,850
-15
| -0.8% | -$8.79K | 0.11% | 80 |
|
|
2024
Q3 | $1.07M | Buy |
1,865
+98
| +6% | +$56.2K | 0.12% | 79 |
|
|
2024
Q2 | $962K | Buy |
1,767
+1
| +0.1% | +$544 | 0.11% | 83 |
|
|
2024
Q1 | $924K | Buy |
1,766
+527
| +43% | +$276K | 0.11% | 77 |
|
|
2023
Q4 | $589K | Sell |
1,239
-3
| -0.2% | -$1.43K | 0.08% | 93 |
|
|
2023
Q3 | $531K | Sell |
1,242
-23
| -2% | -$9.83K | 0.1% | 94 |
|
|
2023
Q2 | $561K | Sell |
1,265
-12
| -0.9% | -$5.32K | 0.1% | 94 |
|
|
2023
Q1 | $523K | Hold |
1,277
| – | – | 0.11% | 88 |
|
|
2022
Q4 | $488K | Sell |
1,277
-26
| -2% | -$9.94K | 0.11% | 95 |
|
|
2022
Q3 | $465K | Buy |
1,303
+462
| +55% | +$165K | 0.13% | 88 |
|
|
2022
Q2 | $317K | Hold |
841
| – | – | 0.09% | 105 |
|
|
2022
Q1 | $380K | Buy |
+841
| New | +$380K | 0.1% | 94 |
|