Angeles 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 | $31M | Buy |
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|
2025
Q2 | $27M | Sell |
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|
2025
Q1 | $24.6M | Sell |
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|
2024
Q4 | $25.7M | Buy |
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|
2024
Q3 | $25.1M | Sell |
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|
2024
Q2 | $24.2M | Sell |
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|
2024
Q1 | $23.7M | Buy |
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|
2023
Q4 | $20.3M | Buy |
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|
2023
Q3 | $17.7M | Sell |
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|
2023
Q2 | $18.4M | Hold |
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|
2023
Q1 | $17M | Sell |
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|
2022
Q4 | $15.9M | Sell |
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|
2022
Q3 | $17.2M | Buy |
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|
2022
Q2 | $16M | Sell |
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|
2022
Q1 | $19.4M | Buy |
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