Wiser Wealth Management’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
$1.36M Sell
2025
Q2
$1.27M Buy
2025
Q1
$1.1M Buy
2024
Q4
$849K Sell
2024
Q3
$837K Buy
2024
Q2
$724K Sell
2024
Q1
$706K Hold
2023
Q4
$631K Buy
2023
Q3
$576K Sell
2023
Q2
$712K Sell
2023
Q1
$721K Buy
2022
Q4
$606K Buy
2022
Q3
$516K Buy
2022
Q2
$542K Buy
2022
Q1
$634K Buy
2021
Q4
$612K Buy
2021
Q3
$552K Hold
2021
Q2
$550K Hold
2021
Q1
$510K Hold
2020
Q4
$481K Buy