Advisor OS’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 | $11.3M | Sell |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $7.8M | Buy |
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|
2023
Q3 | $5.96M | Sell |
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|
2023
Q2 | $6.23M | Sell |
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|
2023
Q1 | $6.04M | Sell |
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|
2022
Q4 | $5.72M | Sell |
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|
2022
Q3 | $5.38M | Buy |
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|
2022
Q2 | $5.66M | Sell |
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|
2022
Q1 | $7.5M | Sell |
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|
2021
Q4 | $14.6M | Sell |
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|
2021
Q3 | $20.8M | Sell |
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|
2021
Q2 | $20.9M | Buy |
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|
2021
Q1 | $15.7M | Buy |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $6.67M | Sell |
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|
2020
Q2 | $8.86M | Buy |
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