Alera Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.92M | Buy |
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|
2024
Q2 | $3.68M | Buy |
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|
2024
Q1 | $3.54M | Sell |
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|
2023
Q4 | $6.59M | Buy |
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|
2023
Q3 | $5.74M | Sell |
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|
2023
Q2 | $6.45M | Hold |
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|
2023
Q1 | $5.96M | Sell |
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|
2022
Q4 | $5.58M | Hold |
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|
2022
Q3 | $5.22M | Buy |
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|
2022
Q2 | $5.5M | Buy |
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|
2022
Q1 | $3.9M | Sell |
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|
2021
Q4 | $4.14M | Sell |
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|
2021
Q3 | $3.77M | Sell |
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|
2021
Q2 | $3.76M | Buy |
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|
2021
Q1 | $3.45M | Hold |
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|
2020
Q4 | $3.25M | Hold |
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|
2020
Q3 | $2.91M | Sell |
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|
2020
Q2 | $2.68M | Buy |
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|
2020
Q1 | $2.24M | Hold |
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|
2019
Q4 | $2.8M | Buy |
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|
2019
Q3 | $2.42M | Buy |
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|
2019
Q2 | $2.39M | Buy |
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|
2019
Q1 | $2.28M | Sell |
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|
2018
Q4 | $3.62M | Buy |
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