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