Wipfli Financial Advisors’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
2022
Q3
$3.91M Buy
2022
Q2
$2.44M Sell
2022
Q1
$3.23M Buy
2021
Q4
$1.42M Sell
2021
Q3
$1.29M Sell
2021
Q2
$1.51M Buy
2021
Q1
$1.19M Sell
2020
Q4
$1.18M Buy