WESPAC Advisors SoCal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $597K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $2.09M | Sell |
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|
2021
Q4 | $2.56M | Buy |
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|
2021
Q3 | $2.23M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $925K | Sell |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $924K | Buy |
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|
2019
Q4 | $388K | Sell |
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|
2019
Q3 | $376K | Buy |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $262K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $244K | Buy |
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|
2018
Q1 | $131K | Buy |
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|
2017
Q4 | $126K | Sell |
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|
2017
Q3 | $138K | Sell |
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|
2017
Q2 | $163K | Buy |
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|
2017
Q1 | $94.3K | Hold |
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|
2016
Q4 | $89.4K | Hold |
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|
2016
Q3 | $86.5K | Sell |
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|
2016
Q2 | $94.3K | Hold |
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|
2016
Q1 | $92.5K | Hold |
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|
2015
Q4 | $91K | Buy |
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