WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $8.71M | Hold |
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|
2024
Q3 | $8.53M | Buy |
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|
2024
Q2 | $4.36M | Buy |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $3.6M | Buy |
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|
2023
Q2 | $3.73M | Sell |
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|
2023
Q1 | $3.84M | Sell |
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|
2022
Q4 | $4.3M | Sell |
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|
2022
Q3 | $4.22M | Sell |
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|
2022
Q2 | $4.46M | Buy |
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|
2022
Q1 | $4.68M | Buy |
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|
2021
Q4 | $2.92M | Hold |
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|
2021
Q3 | $2.63M | Sell |
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|
2021
Q2 | $2.84M | Sell |
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|
2021
Q1 | $2.65M | Hold |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.25M | Sell |
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|
2020
Q2 | $2.27M | Sell |
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|
2020
Q1 | $1.98M | Buy |
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|
2019
Q4 | $2.03M | Buy |
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|
2019
Q3 | $1.37M | Buy |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $994K | Buy |
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|
2018
Q3 | $1.04M | Hold |
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|
2018
Q2 | $969K | Buy |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $283K | Buy |
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|
2017
Q3 | $264K | Sell |
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|
2017
Q2 | $265K | Buy |
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|
2017
Q1 | – | Hold |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $442K | Hold |
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|
2015
Q4 | $439K | Hold |
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|
2015
Q3 | $412K | Sell |
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|
2015
Q2 | $619K | Sell |
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|
2015
Q1 | $677K | Buy |
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|
2014
Q4 | $442K | Hold |
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|
2014
Q3 | $424K | Hold |
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|
2014
Q2 | $421K | Hold |
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|
2014
Q1 | $402K | Sell |
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|
2013
Q4 | $434K | Hold |
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|
2013
Q3 | $396K | Buy |
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|
2013
Q2 | $345K | Buy |
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