Abacus Wealth 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
$4.94M Buy
2025
Q1
$3.32M Sell
2024
Q4
$3.58M Sell
2024
Q3
$3.69M Hold
2024
Q2
$3.5M Sell
2024
Q1
$3.38M Buy
2023
Q4
$1.98M Buy
2023
Q3
$1.66M Sell
2023
Q2
$1.77M Sell
2023
Q1
$1.9M Sell
2022
Q4
$1.77M Sell
2022
Q3
$1.76M Sell
2022
Q2
$1.97M Sell
2022
Q1
$2.52M Sell
2021
Q4
$2.75M Sell
2021
Q3
$6.37M Buy
2021
Q2
$3.12M Buy
2021
Q1
$2.78M Buy
2020
Q4
$2.62M Buy