Westshore Wealth’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 | $67.5M | Sell |
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|
2025
Q2 | $64.9M | Sell |
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|
2025
Q1 | $59.7M | Sell |
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|
2024
Q4 | $63.7M | Sell |
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|
2024
Q3 | $63.4M | Sell |
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|
2024
Q2 | $65.2M | Buy |
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|
2024
Q1 | $61.6M | Buy |
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|
2023
Q4 | $55.4M | Buy |
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|
2023
Q3 | $46.8M | Buy |
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|
2023
Q2 | $43M | Buy |
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|
2023
Q1 | $39.6M | Buy |
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|
2022
Q4 | $35.8M | Buy |
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|
2022
Q3 | $32.3M | Buy |
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|
2022
Q2 | $33M | Buy |
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|
2022
Q1 | $17M | Buy |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $14.2M | Sell |
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|
2021
Q2 | $16.3M | Buy |
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|
2021
Q1 | $14.6M | Buy |
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|
2019
Q4 | $8.24M | Buy |
|