Alaethes Wealth’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 | $2.31M | Hold |
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|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $908K | Sell |
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|
2023
Q3 | $964K | Hold |
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|
2023
Q2 | $1,000K | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $359K | Sell |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $470K | Hold |
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|
2021
Q4 | $494K | Hold |
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|
2021
Q3 | $446K | Hold |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $403K | Buy |
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