YWS
Yarger Wealth Strategies’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 | $1.36M | Buy |
2,207
+98
| +5% | +$60.5K | 0.71% | 34 |
|
|
2025
Q1 | $1.18M | Buy |
2,109
+55
| +3% | +$30.8K | 0.69% | 32 |
|
|
2024
Q4 | $1.2M | Buy |
2,054
+5
| +0.2% | +$2.93K | 0.69% | 32 |
|
|
2024
Q3 | $1.18M | Buy |
2,049
+6
| +0.3% | +$3.44K | 0.65% | 34 |
|
|
2024
Q2 | $1.11M | Sell |
2,043
-63
| -3% | -$34.3K | 0.67% | 35 |
|
|
2024
Q1 | $1.1M | Buy |
2,106
+7
| +0.3% | +$3.66K | 0.75% | 33 |
|
|
2023
Q4 | $997K | Buy |
2,099
+8
| +0.4% | +$3.8K | 0.8% | 26 |
|
|
2023
Q3 | $894K | Sell |
2,091
-209
| -9% | -$89.4K | 0.76% | 26 |
|
|
2023
Q2 | $1.02M | Buy |
2,300
+404
| +21% | +$179K | 0.92% | 25 |
|
|
2023
Q1 | $776K | Sell |
1,896
-254
| -12% | -$104K | 0.85% | 26 |
|
|
2022
Q4 | $822K | Buy |
2,150
+8
| +0.4% | +$3.06K | 1.02% | 22 |
|
|
2022
Q3 | $765K | Buy |
2,142
+7
| +0.3% | +$2.5K | 1.01% | 23 |
|
|
2022
Q2 | $830K | Buy |
2,135
+6
| +0.3% | +$2.33K | 1.07% | 20 |
|
|
2022
Q1 | $962K | Sell |
2,129
-53
| -2% | -$23.9K | 1.25% | 18 |
|
|
2021
Q4 | $1.04M | Buy |
+2,182
| New | +$1.04M | 1.12% | 19 |
|