WMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.45M | Sell |
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|
2025
Q2 | $3.25M | Buy |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $2.41M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $350K | Buy |
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