Amplius Wealth Advisors’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 | $6.76M | Sell |
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|
2025
Q2 | $7.1M | Buy |
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|
2025
Q1 | $6.29M | Hold |
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|
2024
Q4 | $6.59M | Buy |
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|
2024
Q3 | $6.43M | Sell |
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|
2024
Q2 | $6.11M | Sell |
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|
2024
Q1 | $5.9M | Sell |
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|
2023
Q4 | $5.78M | Buy |
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|
2023
Q3 | $4.94M | Sell |
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|
2023
Q2 | $5.2M | Sell |
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|
2023
Q1 | $5.06M | Buy |
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|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | $4.24M | Buy |
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|
2022
Q2 | $4.18M | Buy |
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|
2022
Q1 | $4.77M | Buy |
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|
2021
Q4 | $5.02M | Buy |
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