Whitaker-Myers Wealth Managers’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
Q3 | $317K | Sell |
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|
2025
Q2 | $2.69M | Buy |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $6.23M | Buy |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $341K | Buy |
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