West Wealth Group’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 | $474K | Sell |
748
-391
| -34% | -$248K | 0.12% | 60 |
|
|
2025
Q1 | $639K | Buy |
1,139
+630
| +124% | +$354K | 0.19% | 40 |
|
|
2024
Q4 | $299K | Buy |
509
+13
| +3% | +$7.63K | 0.09% | 70 |
|
|
2024
Q3 | $285K | Buy |
496
+2
| +0.4% | +$1.15K | 0.09% | 67 |
|
|
2024
Q2 | $269K | Buy |
494
+1
| +0.2% | +$545 | 0.1% | 66 |
|
|
2024
Q1 | $258K | Buy |
493
+3
| +0.6% | +$1.57K | 0.1% | 70 |
|
|
2023
Q4 | $233K | Buy |
490
+4
| +0.8% | +$1.9K | 0.09% | 74 |
|
|
2023
Q3 | $208K | Buy |
486
+2
| +0.4% | +$855 | 0.09% | 69 |
|
|
2023
Q2 | $215K | Buy |
+484
| New | +$215K | 0.09% | 66 |
|
|
2022
Q2 | – | Sell |
-478
| Closed | -$215K | – | 72 |
|
|
2022
Q1 | $215K | Buy |
478
+11
| +2% | +$4.95K | 0.09% | 59 |
|
|
2021
Q4 | $222K | Buy |
+467
| New | +$222K | 0.08% | 57 |
|