Allegheny Financial 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
$4.71M Buy
2025
Q1
$4.21M Buy
2024
Q4
$4.36M Buy
2024
Q3
$4.11M Buy
2024
Q2
$3.87M Buy
2024
Q1
$3.36M Sell
2023
Q4
$3.11M Buy
2023
Q3
$2.73M Buy
2023
Q2
$2.71M Sell
2023
Q1
$2.58M Sell
2022
Q4
$2.48M Buy
2022
Q3
$2.31M Sell
2022
Q2
$2.66M Buy
2022
Q1
$2.82M Buy
2021
Q4
$2.96M Sell
2021
Q3
$2.68M Sell
2021
Q2
$2.73M Buy
2021
Q1
Sell
2020
Q4
$2.37M Buy