AE Wealth Management’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 | $84M | Buy |
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|
2025
Q1 | $42M | Sell |
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|
2024
Q4 | $99.4M | Sell |
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|
2024
Q3 | $102M | Sell |
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|
2024
Q2 | $98.1M | Buy |
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|
2024
Q1 | $85.2M | Sell |
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|
2023
Q4 | $285M | Sell |
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|
2023
Q3 | $287M | Sell |
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|
2023
Q2 | $312M | Buy |
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|
2023
Q1 | $270M | Buy |
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|
2022
Q4 | $186M | Buy |
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|
2022
Q3 | $139M | Buy |
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|
2022
Q2 | $135M | Sell |
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|
2022
Q1 | $307M | Buy |
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|
2021
Q4 | $285M | Buy |
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|
2021
Q3 | $185M | Buy |
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|
2021
Q2 | $61.6M | Sell |
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|
2021
Q1 | $140M | Buy |
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|
2020
Q4 | $35.2M | Buy |
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|
2020
Q3 | $30M | Sell |
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|
2020
Q2 | $28.4M | Buy |
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|
2020
Q1 | $23M | Sell |
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|
2019
Q4 | $36.5M | Buy |
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|
2019
Q3 | $19.1M | Sell |
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|
2019
Q2 | $20.5M | Buy |
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|
2019
Q1 | $8.84M | Sell |
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|
2018
Q4 | $8.64M | Sell |
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|
2018
Q3 | $11M | Sell |
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|
2018
Q2 | $12M | Buy |
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|
2018
Q1 | $8.8M | Buy |
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|
2017
Q4 | $7.03M | Buy |
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|
2017
Q3 | $5.35M | Buy |
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|
2017
Q2 | $3.15M | Buy |
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|
2017
Q1 | $1.81M | Buy |
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|
2016
Q4 | $975K | Buy |
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