Addison Advisors’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 | $954K | Hold |
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|
2025
Q2 | $885K | Sell |
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|
2025
Q1 | $823K | Buy |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $816K | Sell |
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|
2024
Q2 | $839K | Buy |
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|
2024
Q1 | $662K | Sell |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $553K | Hold |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $586K | Buy |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $808K | Buy |
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|
2022
Q2 | $756K | Buy |
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|
2022
Q1 | $816K | Buy |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q3 | $436K | Hold |
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|
2021
Q2 | $435K | Buy |
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|
2020
Q4 | $277K | Buy |
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