WJA
Willis Johnson & Associates’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 | $3.55M | Sell |
5,754
-215
| -4% | -$133K | 0.24% | 43 |
|
|
2025
Q1 | $3.34M | Sell |
5,969
-549
| -8% | -$307K | 0.25% | 43 |
|
|
2024
Q4 | $3.82M | Buy |
6,518
+894
| +16% | +$524K | 0.29% | 41 |
|
|
2024
Q3 | $3.23M | Buy |
5,624
+205
| +4% | +$118K | 0.25% | 44 |
|
|
2024
Q2 | $2.95M | Buy |
5,419
+351
| +7% | +$191K | 0.24% | 43 |
|
|
2024
Q1 | $2.65M | Sell |
5,068
-178
| -3% | -$93.1K | 0.23% | 47 |
|
|
2023
Q4 | $2.49M | Buy |
5,246
+9
| +0.2% | +$4.28K | 0.23% | 46 |
|
|
2023
Q3 | $2.24M | Sell |
5,237
-84
| -2% | -$35.9K | 0.23% | 50 |
|
|
2023
Q2 | $2.36M | Sell |
5,321
-41
| -0.8% | -$18.2K | 0.25% | 46 |
|
|
2023
Q1 | $2.2M | Sell |
5,362
-578
| -10% | -$237K | 0.26% | 45 |
|
|
2022
Q4 | $2.27M | Sell |
5,940
-393
| -6% | -$150K | 0.3% | 44 |
|
|
2022
Q3 | $2.26M | Buy |
6,333
+16
| +0.3% | +$5.72K | 0.33% | 43 |
|
|
2022
Q2 | $2.38M | Buy |
6,317
+108
| +2% | +$40.7K | 0.33% | 39 |
|
|
2022
Q1 | $2.8M | Buy |
6,209
+478
| +8% | +$216K | 0.37% | 35 |
|
|
2021
Q4 | $2.72M | Sell |
5,731
-59
| -1% | -$28K | 0.35% | 35 |
|
|
2021
Q3 | $2.49M | Sell |
5,790
-69
| -1% | -$29.6K | 0.35% | 36 |
|
|
2021
Q2 | $2.51M | Sell |
5,859
-136
| -2% | -$58.2K | 0.36% | 32 |
|
|
2021
Q1 | $2.38M | Sell |
5,995
-636
| -10% | -$252K | 0.36% | 32 |
|
|
2020
Q4 | $2.48M | Buy |
+6,631
| New | +$2.48M | 0.41% | 30 |
|