WFA Asset Management’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
Q2 | $177K | Hold |
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|
2025
Q1 | $170K | Buy |
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|
2024
Q4 | $160K | Hold |
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|
2024
Q3 | $156K | Sell |
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|
2024
Q2 | $177K | Hold |
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|
2024
Q1 | $170K | Buy |
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|
2023
Q4 | $154K | Buy |
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|
2023
Q3 | $138K | Buy |
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|
2023
Q2 | $142K | Buy |
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|
2023
Q1 | $131K | Buy |
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|
2022
Q4 | $122K | Buy |
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|
2022
Q3 | $113K | Buy |
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|
2022
Q2 | $119K | Buy |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $149K | Buy |
|