AllSquare 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 | $883K | Sell |
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|
2025
Q1 | $819K | Sell |
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|
2024
Q4 | $864K | Hold |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $832K | Buy |
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|
2024
Q1 | $789K | Buy |
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|
2023
Q4 | $693K | Hold |
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $667K | Sell |
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|
2022
Q4 | $629K | Hold |
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|
2022
Q3 | $587K | Sell |
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|
2022
Q2 | $639K | Sell |
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|
2022
Q1 | $783K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $959K | Sell |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $971K | Buy |
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|
2018
Q4 | $835K | Buy |
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|
2018
Q3 | $778K | Buy |
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|
2018
Q2 | $254K | Buy |
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|
2018
Q1 | $169K | Buy |
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|
2017
Q4 | $61K | Buy |
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|
2017
Q3 | $39K | Hold |
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|
2017
Q2 | $37K | Hold |
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|
2017
Q1 | $36K | Buy |
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|
2016
Q4 | $32K | Buy |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $7K | Hold |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $7K | Hold |
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|
2015
Q2 | $7K | Buy |
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