WWM
Wiser Wealth Management’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 | $1.27M | Buy |
2,050
+83
| +4% | +$51.3K | 0.32% | 24 |
|
|
2025
Q1 | $1.1M | Buy |
1,967
+519
| +36% | +$290K | 0.31% | 25 |
|
|
2024
Q4 | $849K | Sell |
1,448
-11
| -0.8% | -$6.45K | 0.24% | 25 |
|
|
2024
Q3 | $837K | Buy |
1,459
+129
| +10% | +$74K | 0.24% | 25 |
|
|
2024
Q2 | $724K | Sell |
1,330
-20
| -1% | -$10.9K | 0.22% | 23 |
|
|
2024
Q1 | $706K | Hold |
1,350
| – | – | 0.23% | 20 |
|
|
2023
Q4 | $631K | Buy |
1,350
+3
| +0.2% | +$1.4K | 0.23% | 23 |
|
|
2023
Q3 | $576K | Sell |
1,347
-258
| -16% | -$110K | 0.23% | 27 |
|
|
2023
Q2 | $712K | Sell |
1,605
-156
| -9% | -$69.2K | 0.29% | 26 |
|
|
2023
Q1 | $721K | Buy |
1,761
+177
| +11% | +$72.5K | 0.31% | 24 |
|
|
2022
Q4 | $606K | Buy |
1,584
+140
| +10% | +$53.5K | 0.28% | 29 |
|
|
2022
Q3 | $516K | Buy |
1,444
+8
| +0.6% | +$2.86K | 0.27% | 25 |
|
|
2022
Q2 | $542K | Buy |
1,436
+32
| +2% | +$12.1K | 0.28% | 28 |
|
|
2022
Q1 | $634K | Buy |
1,404
+115
| +9% | +$51.9K | 0.29% | 23 |
|
|
2021
Q4 | $612K | Buy |
1,289
+3
| +0.2% | +$1.42K | 0.3% | 22 |
|
|
2021
Q3 | $552K | Hold |
1,286
| – | – | 0.29% | 22 |
|
|
2021
Q2 | $550K | Hold |
1,286
| – | – | 0.33% | 21 |
|
|
2021
Q1 | $510K | Hold |
1,286
| – | – | 0.35% | 22 |
|
|
2020
Q4 | $481K | Buy |
+1,286
| New | +$481K | 0.36% | 21 |
|