Advocate Group’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 | $543K | Hold |
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|
2025
Q1 | $492K | Hold |
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|
2024
Q4 | $515K | Hold |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $478K | Hold |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $418K | Hold |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $390K | Hold |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $340K | Buy |
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