Aaron Wealth Advisors’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
Q3 | $16M | Sell |
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|
2025
Q2 | $15.3M | Sell |
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|
2025
Q1 | $13.9M | Sell |
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|
2024
Q4 | $15.9M | Buy |
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|
2024
Q3 | $13.5M | Sell |
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $12.6M | Hold |
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|
2023
Q4 | $11.4M | Hold |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $10.2M | Buy |
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|
2022
Q4 | $9.31M | Buy |
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|
2022
Q3 | $6.11M | Sell |
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|
2022
Q2 | $6.74M | Sell |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | $6.11M | Sell |
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|
2021
Q3 | $6.01M | Buy |
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|
2021
Q2 | $1.52M | Hold |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $9.34M | Buy |
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