WIA
World Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Buy |
57,367
+14,611
| +34% | +$9.03M | 0.8% | 22 |
|
|
2025
Q1 | $23.9M | Buy |
42,756
+495
| +1% | +$277K | 0.62% | 31 |
|
|
2024
Q4 | $24.8M | Buy |
42,261
+6,315
| +18% | +$3.7M | 0.68% | 27 |
|
|
2024
Q3 | $20.6M | Sell |
35,946
-3,204
| -8% | -$1.84M | 0.65% | 30 |
|
|
2024
Q2 | $21.3M | Buy |
39,150
+31,221
| +394% | +$17M | 1.33% | 11 |
|
|
2024
Q1 | $7.05M | Sell |
7,929
-29,024
| -79% | -$25.8M | 1.01% | 20 |
|
|
2023
Q4 | $17.6M | Buy |
36,953
+13,363
| +57% | +$6.37M | 2.29% | 8 |
|
|
2023
Q3 | $10.1M | Sell |
23,590
-3,692
| -14% | -$1.58M | 2.01% | 13 |
|
|
2023
Q2 | $12.1M | Sell |
27,282
-298
| -1% | -$133K | 2.35% | 10 |
|
|
2023
Q1 | $11.3M | Buy |
27,580
+2,392
| +9% | +$983K | 2.36% | 12 |
|
|
2022
Q4 | $9.67M | Buy |
25,188
+1,241
| +5% | +$477K | 2.22% | 12 |
|
|
2022
Q3 | $8.59M | Buy |
23,947
+5
| +0% | +$1.79K | 2.04% | 12 |
|
|
2022
Q2 | $9.92M | Sell |
23,942
-260
| -1% | -$108K | 2.08% | 13 |
|
|
2022
Q1 | $11M | Sell |
24,202
-3
| -0% | -$1.36K | 2.28% | 9 |
|
|
2021
Q4 | $10.9M | Sell |
24,205
-2,334
| -9% | -$1.05M | 2.28% | 10 |
|
|
2021
Q3 | $11.4M | Buy |
26,539
+87
| +0.3% | +$37.5K | 2.59% | 11 |
|
|
2021
Q2 | $11.4M | Sell |
26,452
-852
| -3% | -$366K | 2.6% | 11 |
|
|
2021
Q1 | $11.2M | Buy |
27,304
+253
| +0.9% | +$104K | 2.7% | 9 |
|
|
2020
Q4 | $10.6M | Buy |
27,051
+427
| +2% | +$168K | 2.69% | 9 |
|
|
2020
Q3 | $8.95M | Buy |
26,624
+508
| +2% | +$171K | 3.06% | 9 |
|
|
2020
Q2 | $8.81M | Sell |
26,116
-1,748
| -6% | -$590K | 3.08% | 9 |
|
|
2020
Q1 | $7.22M | Buy |
27,864
+5,208
| +23% | +$1.35M | 3.35% | 9 |
|
|
2019
Q4 | $7.33M | Buy |
22,656
+266
| +1% | +$86K | 2.86% | 12 |
|
|
2019
Q3 | $6.68M | Buy |
22,390
+658
| +3% | +$196K | 2.86% | 12 |
|
|
2019
Q2 | $6.36M | Sell |
21,732
-901
| -4% | -$264K | 2.8% | 12 |
|
|
2019
Q1 | $6.42M | Sell |
22,633
-2,024
| -8% | -$574K | 2.92% | 10 |
|
|
2018
Q4 | $6.76M | Buy |
+24,657
| New | +$6.76M | 3.03% | 8 |
|