Accurate 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 | $21.4M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $17.6M | Buy |
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|
2024
Q3 | $8.87M | Buy |
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|
2024
Q2 | $3.88M | Buy |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $3.91M | Sell |
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|
2023
Q3 | $3.65M | Sell |
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|
2023
Q2 | $5.1M | Sell |
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|
2023
Q1 | $6.25M | Sell |
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|
2022
Q4 | $6.61M | Buy |
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|
2022
Q3 | $4.12M | Buy |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $634K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $478K | Buy |
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