WT Wealth Management’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
2025
Q1
Sell
-645
Closed -$378K 140
2024
Q4
$378K Buy
+645
New +$380K 0.12% 100
2024
Q3
Sell
-430
Closed -$234K 138
2024
Q2
$234K Buy
+430
New +$225K 0.08% 105

Other funds holding SPY

WT Wealth Management's SPY Position: Q1 2025 in Review

WT Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 645 shares — an estimated $378K sold.

WT Wealth Management first reported a position in SPY in Q2 2024 and held it in 2 quarters. The position peaked at $378K in Q4 2024. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • WT Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • WT Wealth Management sold 645 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $378K.
  • WT Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and held it in 2 quarters.
  • WT Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $378K in Q4 2024.
  • 4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on WT Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.