WJ 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 | $1.01M | Sell |
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|
2025
Q2 | $970K | Sell |
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|
2025
Q1 | $909K | Sell |
|
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|
2024
Q4 | $1.05M | Sell |
|
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.9M | Sell |
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|
2024
Q1 | $1.96M | Buy |
|
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $883K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $4.47M | Buy |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $220K | Buy |
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