W
WPWealth’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 | $5.6M | Sell |
9,069
-38
| -0.4% | -$23.5K | 1.01% | 14 |
|
|
2025
Q1 | $5.09M | Sell |
9,107
-11
| -0.1% | -$6.15K | 1.01% | 11 |
|
|
2024
Q4 | $5.34M | Sell |
9,118
-86
| -0.9% | -$50.4K | 1.09% | 12 |
|
|
2024
Q3 | $5.28M | Buy |
9,204
+150
| +2% | +$86.1K | 1.09% | 13 |
|
|
2024
Q2 | $4.93M | Sell |
9,054
-12
| -0.1% | -$6.53K | 1.19% | 12 |
|
|
2024
Q1 | $4.74M | Buy |
9,066
+174
| +2% | +$91K | 1.23% | 11 |
|
|
2023
Q4 | $4.23M | Sell |
8,892
-2
| -0% | -$951 | 1.31% | 13 |
|
|
2023
Q3 | $3.8M | Buy |
8,894
+112
| +1% | +$47.9K | 1.45% | 12 |
|
|
2023
Q2 | $3.89M | Hold |
8,782
| – | – | 1.67% | 12 |
|
|
2023
Q1 | $3.6M | Sell |
8,782
-176
| -2% | -$72.1K | 1.66% | 13 |
|
|
2022
Q4 | $3.43M | Buy |
+8,958
| New | +$3.43M | 1.79% | 10 |
|