Altus 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 | $1.81M | Sell |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $978K | Sell |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $949K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $657K | Buy |
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|
2022
Q1 | $755K | Buy |
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|
2021
Q4 | $743K | Sell |
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|
2021
Q3 | $838K | Buy |
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|
2021
Q2 | $836K | Buy |
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|
2021
Q1 | $715K | Buy |
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|
2020
Q4 | $670K | Sell |
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|
2020
Q3 | $637K | Sell |
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|
2020
Q2 | $654K | Buy |
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|
2020
Q1 | $525K | Buy |
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