Adamsbrown Wealth Consultants’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 | $404K | Buy |
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|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $683K | Sell |
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|
2021
Q4 | $811K | Buy |
|