Altrius Capital 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 | $632K | Sell |
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|
2025
Q2 | $687K | Sell |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $618K | Hold |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $505K | Hold |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $544K | Sell |
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|
2022
Q4 | $611K | Sell |
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|
2022
Q3 | $633K | Sell |
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|
2022
Q2 | $675K | Buy |
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