WFA
WestHill Financial Advisors’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 | $473K | Sell |
766
-2
| -0.3% | -$1.24K | 0.1% | 43 |
|
|
2025
Q1 | $430K | Sell |
768
-34
| -4% | -$19K | 0.1% | 45 |
|
|
2024
Q4 | $470K | Sell |
802
-3
| -0.4% | -$1.76K | 0.11% | 44 |
|
|
2024
Q3 | $462K | Hold |
805
| – | – | 0.1% | 46 |
|
|
2024
Q2 | $438K | Hold |
805
| – | – | 0.11% | 45 |
|
|
2024
Q1 | $421K | Hold |
805
| – | – | 0.1% | 45 |
|
|
2023
Q4 | $383K | Sell |
805
-216
| -21% | -$103K | 0.1% | 45 |
|
|
2023
Q3 | $437K | Buy |
1,021
+407
| +66% | +$174K | 0.13% | 40 |
|
|
2023
Q2 | $272K | Sell |
614
-5
| -0.8% | -$2.22K | 0.08% | 48 |
|
|
2023
Q1 | $254K | Sell |
619
-48
| -7% | -$19.7K | 0.08% | 49 |
|
|
2022
Q4 | $255K | Hold |
667
| – | – | 0.08% | 51 |
|
|
2022
Q3 | $238K | Buy |
+667
| New | +$238K | 0.08% | 48 |
|
|
2022
Q2 | – | Sell |
-501
| Closed | -$226K | – | 120 |
|
|
2022
Q1 | $226K | Buy |
501
+11
| +2% | +$4.96K | 0.07% | 65 |
|
|
2021
Q4 | $233K | Buy |
+490
| New | +$233K | 0.07% | 68 |
|