WPWealth’s State Street 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
2026 Q1	$5.3M	Sell	8,147 -176	-2%	-$120K	0.81%	14
2025 Q4	$5.68M	Sell	8,323 -686	-8%	-$464K	0.89%	14
2025 Q3	$6M	Sell	9,009 -60	-0.7%	-$38.5K	0.98%	14
2025 Q2	$5.6M	Sell	9,069 -38	-0.4%	-$21.7K	1.01%	14
2025 Q1	$5.09M	Sell	9,107 -11	-0.1%	-$6.47K	1.01%	11
2024 Q4	$5.34M	Sell	9,118 -86	-0.9%	-$50.7K	1.09%	12
2024 Q3	$5.28M	Buy	9,204 +150	+2%	+$82.9K	1.09%	13
2024 Q2	$4.93M	Sell	9,054 -12	-0.1%	-$6.28K	1.19%	12
2024 Q1	$4.74M	Buy	9,066 +174	+2%	+$86.6K	1.23%	11
2023 Q4	$4.23M	Sell	8,892 -2	-0%	-$891	1.31%	13
2023 Q3	$3.8M	Buy	8,894 +112	+1%	+$49.8K	1.45%	12
2023 Q2	$3.89M	Hold	8,782	–	–	1.67%	12
2023 Q1	$3.6M	Sell	8,782 -176	-2%	-$70.2K	1.66%	13
2022 Q4	$3.43M	Buy	+8,958	New	+$3.44M	1.79%	10