3Chopt Investment Partners’s 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
Q2
$1.35M Sell
2025
Q1
$1.23M Buy
2024
Q3
Sell
2024
Q2
$1.2M Buy
2024
Q1
Sell
2023
Q4
$1.04M Buy
2023
Q3
Sell
2023
Q2
$953K Buy
2023
Q1
$863K Hold
2022
Q4
$807K Buy