WFA of San Diego’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 | $50K | Buy |
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|
2024
Q3 | $49.9K | Hold |
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|
2024
Q2 | $47.3K | Buy |
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|
2023
Q3 | $38.9K | Hold |
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|
2023
Q2 | $40.3K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $581K | Hold |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $573K | Hold |
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|
2022
Q1 | $686K | Sell |
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|
2021
Q4 | $733K | Hold |
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|
2021
Q3 | $662K | Buy |
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|
2021
Q2 | $659K | Sell |
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|
2021
Q1 | $630K | Sell |
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|
2020
Q4 | $373 | Hold |
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|
2020
Q3 | $582K | Sell |
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|
2020
Q2 | $3.07M | Buy |
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