Allworth Financial’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 | $118M | Buy |
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|
2025
Q1 | $92.6M | Buy |
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|
2024
Q4 | $101M | Sell |
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|
2024
Q3 | $96.3M | Sell |
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|
2024
Q2 | $92.7M | Buy |
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|
2024
Q1 | $87.7M | Sell |
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|
2023
Q4 | $82.3M | Buy |
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|
2023
Q3 | $65.8M | Sell |
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|
2023
Q2 | $69.2M | Sell |
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|
2023
Q1 | $100M | Sell |
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|
2022
Q4 | $97.9M | Sell |
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|
2022
Q3 | $98.4M | Sell |
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|
2022
Q2 | $110M | Sell |
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|
2022
Q1 | $164M | Buy |
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|
2021
Q4 | $80.7M | Sell |
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|
2021
Q3 | $74.3M | Sell |
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|
2021
Q2 | $79.8M | Sell |
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|
2021
Q1 | $80.6M | Buy |
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|
2020
Q4 | $57.3M | Buy |
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|
2020
Q3 | $39.7M | Sell |
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|
2020
Q2 | $38.5M | Sell |
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|
2020
Q1 | $33.2M | Buy |
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|
2019
Q4 | $40.9M | Sell |
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|
2019
Q3 | $38M | Sell |
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|
2019
Q2 | $38.3M | Sell |
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|
2019
Q1 | $37.7M | Sell |
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|
2018
Q4 | $35M | Sell |
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|
2018
Q3 | $41.5M | Buy |
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|
2018
Q2 | $35M | Buy |
|
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|
2018
Q1 | $756K | Sell |
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|
2017
Q4 | $814K | Buy |
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|
2017
Q3 | $666K | Sell |
|
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|
2017
Q2 | $805K | Sell |
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|
2017
Q1 | $1.4M | Buy |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $608K | Sell |
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|
2016
Q2 | $769K | Buy |
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|
2016
Q1 | $695K | Sell |
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|
2015
Q4 | $769K | Sell |
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|
2015
Q3 | $793K | Buy |
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|
2015
Q2 | $813K | Buy |
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|
2015
Q1 | $717K | Sell |
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|
2014
Q4 | $748K | Sell |
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|
2014
Q3 | $836K | Sell |
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|
2014
Q2 | $870K | Sell |
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|
2014
Q1 | $9.91M | Buy |
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|
2013
Q4 | $1.03M | Buy |
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|
2013
Q3 | $914K | Buy |
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|
2013
Q2 | $836K | Buy |
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