AAF Wealth Management’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 | $985K | Buy |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $915K | Buy |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $479K | Buy |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $415K | Buy |
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