Alpha Financial Partners’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
$1.31M Hold
2025
Q1
$1.19M Hold
2024
Q4
$1.24M Buy
2024
Q3
$590K Sell
2024
Q2
$1.16M Sell
2024
Q1
$1.12M Buy
2023
Q4
$1.01M Buy
2023
Q3
$907K Hold
2023
Q2
$940K Sell
2023
Q1
$869K Sell
2022
Q4
$818K Buy