WIA
Wetzel Investment 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 | $4.06M | Sell |
6,548
-58
| -0.9% | -$35.9K | 1.86% | 14 |
|
|
2025
Q1 | $3.71M | Sell |
6,606
-30
| -0.5% | -$16.8K | 1.87% | 17 |
|
|
2024
Q4 | $3.9M | Sell |
6,636
-95
| -1% | -$55.9K | 1.94% | 16 |
|
|
2024
Q3 | $3.87M | Sell |
6,731
-292
| -4% | -$168K | 1.95% | 16 |
|
|
2024
Q2 | $3.67M | Buy |
7,023
+111
| +2% | +$58.1K | 2.1% | 10 |
|
|
2024
Q1 | $3.45M | Sell |
6,912
-183
| -3% | -$91.4K | 2.03% | 11 |
|
|
2023
Q4 | $3.37M | Buy |
+7,095
| New | +$3.37M | 2.07% | 11 |
|