WMWM
Whitaker-Myers Wealth Managers’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 | $2.69M | Buy |
4,358
+1,318
| +43% | +$814K | 0.68% | 20 |
|
|
2025
Q1 | $1.7M | Sell |
3,040
-7,587
| -71% | -$4.24M | 0.48% | 23 |
|
|
2024
Q4 | $6.23M | Buy |
10,627
+9,789
| +1,168% | +$5.74M | 1.82% | 17 |
|
|
2024
Q3 | $481K | Sell |
838
-1,825
| -69% | -$1.05M | 0.16% | 59 |
|
|
2024
Q2 | $1.45M | Sell |
2,663
-221
| -8% | -$120K | 0.54% | 27 |
|
|
2024
Q1 | $1.51M | Buy |
2,884
+569
| +25% | +$298K | 0.64% | 27 |
|
|
2023
Q4 | $1.1M | Buy |
2,315
+1,343
| +138% | +$638K | 0.55% | 32 |
|
|
2023
Q3 | $415K | Buy |
972
+92
| +10% | +$39.3K | 0.26% | 53 |
|
|
2023
Q2 | $390K | Buy |
880
+2
| +0.2% | +$887 | 0.26% | 53 |
|
|
2023
Q1 | $360K | Sell |
878
-13
| -1% | -$5.33K | 0.28% | 51 |
|
|
2022
Q4 | $341K | Buy |
+891
| New | +$341K | 0.33% | 48 |
|