Alterna 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
Q3
$3.81M Sell
2025
Q2
$4.48M Sell
2025
Q1
$4.8M Sell
2024
Q4
$5.04M Buy
2024
Q3
$3.46M Sell
2024
Q2
$4.06M Buy
2024
Q1
$3.68M Buy
2023
Q4
$1.78M Buy
2023
Q3
$1.45M Sell
2023
Q2
$1.64M Buy
2023
Q1
$1.49M Sell
2022
Q4
$3.47M Sell
2022
Q3
$3.27M Buy
2022
Q2
$441K Sell
2022
Q1
$9.1M Buy
2021
Q4
$5.47M Buy
2020
Q4
$2.11M Sell
2020
Q3
$2.42M Buy
2020
Q2
$2.14M Sell
2020
Q1
$2.11M Buy
2019
Q4
$1.82M Buy
2019
Q3
$269K Sell
2019
Q2
$1.36M Sell
2019
Q1
$1.66M Sell
2018
Q4
$29.4M Buy