WIM
Westside Investment Management’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 | $2.46M | Sell |
3,987
-1,781
| -31% | -$1.1M | 0.46% | 56 |
|
|
2025
Q1 | $3.23M | Buy |
5,768
+84
| +1% | +$47K | 0.69% | 40 |
|
|
2024
Q4 | $3.33M | Buy |
5,684
+12
| +0.2% | +$7.03K | 0.7% | 34 |
|
|
2024
Q3 | $3.23M | Sell |
5,672
-99
| -2% | -$56.3K | 0.69% | 40 |
|
|
2024
Q2 | $3.14M | Buy |
5,771
+745
| +15% | +$405K | 0.72% | 35 |
|
|
2024
Q1 | $2.63M | Buy |
5,026
+256
| +5% | +$134K | 0.63% | 40 |
|
|
2023
Q4 | $2.27M | Buy |
4,770
+180
| +4% | +$85.6K | 0.58% | 44 |
|
|
2023
Q3 | $1.96M | Buy |
4,590
+565
| +14% | +$242K | 0.57% | 47 |
|
|
2023
Q2 | $1.78M | Buy |
4,025
+52
| +1% | +$23.1K | 0.5% | 54 |
|
|
2023
Q1 | $1.63M | Buy |
3,973
+99
| +3% | +$40.5K | 0.48% | 56 |
|
|
2022
Q4 | $1.48K | Sell |
3,874
-101
| -3% | -$39 | ﹤0.01% | 244 |
|
|
2022
Q3 | $1.42K | Buy |
3,975
+527
| +15% | +$188 | ﹤0.01% | 252 |
|
|
2022
Q2 | $1.3K | Buy |
3,448
+55
| +2% | +$21 | ﹤0.01% | 254 |
|
|
2022
Q1 | $1.53K | Buy |
3,393
+18
| +0.5% | +$8 | ﹤0.01% | 250 |
|
|
2021
Q4 | $1.6K | Buy |
3,375
+1
| +0% | – | ﹤0.01% | 241 |
|
|
2021
Q3 | $1.45K | Buy |
3,374
+2,286
| +210% | +$981 | ﹤0.01% | 238 |
|
|
2021
Q2 | $465 | Sell |
1,088
-284
| -21% | -$121 | ﹤0.01% | 270 |
|
|
2021
Q1 | $113K | Buy |
1,372
+483
| +54% | +$39.9K | 0.3% | 69 |
|
|
2020
Q4 | $332 | Buy |
889
+1
| +0.1% | – | ﹤0.01% | 234 |
|
|
2020
Q3 | $297 | Buy |
888
+16
| +2% | +$5 | ﹤0.01% | 246 |
|
|
2020
Q2 | $269 | Sell |
872
-299
| -26% | -$92 | ﹤0.01% | 225 |
|
|
2020
Q1 | $77.5K | Buy |
+1,171
| New | +$77.5K | 0.05% | 66 |
|
|
2019
Q2 | $220 | Buy |
+751
| New | +$220 | ﹤0.01% | 185 |
|
|
2018
Q4 | $269K | Sell |
1,075
-27,017
| -96% | -$6.75M | 0.1% | 131 |
|
|
2018
Q3 | $1.95M | Buy |
28,092
+27,243
| +3,209% | +$1.89M | 0.62% | 19 |
|
|
2018
Q2 | $231K | Sell |
849
-24
| -3% | -$6.52K | 0.08% | 152 |
|
|
2018
Q1 | $225K | Sell |
873
-99
| -10% | -$25.5K | 0.12% | 146 |
|
|
2017
Q4 | $266K | Buy |
972
+1
| +0.1% | +$274 | 0.14% | 135 |
|
|
2017
Q3 | $247K | Buy |
971
+1
| +0.1% | +$254 | 0.15% | 127 |
|
|
2017
Q2 | $235K | Buy |
970
+124
| +15% | +$30.1K | 0.15% | 123 |
|
|
2017
Q1 | $198K | Buy |
+846
| New | +$198K | 0.09% | 127 |
|