WP
Westmount Partners’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 | $9.14M | Buy |
14,794
+133
| +0.9% | +$82.2K | 2.51% | 7 |
|
|
2025
Q1 | $8.2M | Sell |
14,661
-141
| -1% | -$78.9K | 2.5% | 7 |
|
|
2024
Q4 | $8.68M | Buy |
14,802
+475
| +3% | +$278K | 2.64% | 7 |
|
|
2024
Q3 | $8.22M | Sell |
14,327
-191
| -1% | -$110K | 2.47% | 8 |
|
|
2024
Q2 | $7.92M | Sell |
14,518
-949
| -6% | -$518K | 2.61% | 6 |
|
|
2024
Q1 | $8.09M | Buy |
15,467
+1,972
| +15% | +$1.03M | 2.91% | 5 |
|
|
2023
Q4 | $6.41M | Sell |
13,495
-284
| -2% | -$135K | 2.62% | 6 |
|
|
2023
Q3 | $5.89M | Buy |
13,779
+1,801
| +15% | +$770K | 2.59% | 6 |
|
|
2023
Q2 | $5.31M | Buy |
11,978
+29
| +0.2% | +$12.9K | 2.31% | 6 |
|
|
2023
Q1 | $4.89M | Buy |
11,949
+618
| +5% | +$253K | 2.26% | 7 |
|
|
2022
Q4 | $4.33M | Buy |
+11,331
| New | +$4.33M | 2.25% | 8 |
|