Advocacy Wealth Management 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
Q2 | $526K | Hold |
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|
2025
Q1 | $477K | Hold |
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|
2024
Q4 | $499K | Hold |
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|
2024
Q3 | $489K | Hold |
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|
2024
Q2 | $464K | Sell |
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|
2024
Q1 | $868K | Hold |
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|
2023
Q4 | $789K | Hold |
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|
2023
Q3 | $709K | Hold |
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|
2023
Q2 | $735K | Hold |
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|
2023
Q1 | $679K | Hold |
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|
2022
Q4 | $634K | Sell |
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|
2022
Q3 | $626K | Buy |
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|
2022
Q2 | $626K | Hold |
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|
2022
Q1 | $751K | Hold |
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|
2021
Q4 | $788K | Hold |
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|
2021
Q3 | $712K | Hold |
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|
2021
Q2 | $710K | Hold |
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|
2021
Q1 | $665K | Hold |
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|
2020
Q4 | $620K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $79K | Buy |
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|
2017
Q4 | $27K | Hold |
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|
2017
Q3 | $25K | Sell |
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|
2017
Q2 | $364K | Buy |
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|
2017
Q1 | $39K | Sell |
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|
2016
Q4 | $37K | Buy |
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|
2016
Q3 | $27K | Sell |
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|
2016
Q2 | $127K | Buy |
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|
2016
Q1 | $1.77M | Sell |
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|
2015
Q4 | $5.03M | Buy |
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|
2013
Q3 | $3.84M | Buy |
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|
2013
Q2 | $1.47M | Buy |
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