Access Financial Services’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 | $466K | Sell |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $552K | Sell |
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|
2024
Q1 | $541K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $337K | Hold |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $257K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Sell |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $349K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $220K | Buy |
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