Western Pacific Wealth Management’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 | $521K | Hold |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $757K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $120K | Sell |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $575K | Hold |
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|
2021
Q4 | $605K | Buy |
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