Acorn Financial Advisory 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 | $2.05M | Sell |
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|
2025
Q2 | $2.27M | Sell |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $2.45M | Sell |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $2.6M | Sell |
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|
2024
Q1 | $3.83M | Buy |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $3.62M | Sell |
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|
2023
Q2 | $5.13M | Buy |
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|
2023
Q1 | $4.74M | Buy |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.77M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $2.49M | Sell |
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|
2020
Q3 | $2.39M | Sell |
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|
2020
Q2 | $2.27M | Buy |
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|
2020
Q1 | $581K | Buy |
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|
2019
Q4 | $630K | Buy |
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