Ameliora 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
Q2 | $7.57M | Sell |
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|
2025
Q1 | $6.88M | Sell |
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|
2024
Q4 | $8.61M | Buy |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | $3.85M | Hold |
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|
2024
Q1 | $3.7M | Buy |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $2.01M | Hold |
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|
2023
Q2 | $2.08M | Sell |
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|
2023
Q1 | $2.42M | Sell |
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|
2022
Q4 | $3.58M | Hold |
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|
2022
Q3 | $3.34M | Buy |
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|
2022
Q2 | $2.6M | Hold |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $2.4M | Buy |
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