Annex Advisory Services’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 | $7.87M | Buy |
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|
2025
Q1 | $6.15M | Sell |
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|
2024
Q4 | $7.15M | Buy |
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|
2024
Q3 | $6.02M | Buy |
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|
2024
Q2 | $5.69M | Sell |
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|
2024
Q1 | $5.48M | Buy |
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|
2023
Q4 | $4.28M | Buy |
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|
2023
Q3 | $3.47M | Buy |
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|
2023
Q2 | $3.52M | Sell |
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|
2023
Q1 | $3.39M | Sell |
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|
2022
Q4 | $3.29M | Sell |
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|
2022
Q3 | $3.68M | Sell |
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|
2022
Q2 | $4.45M | Buy |
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|
2022
Q1 | $3.41M | Sell |
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|
2021
Q4 | $4.26M | Buy |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $2.92M | Buy |
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|
2021
Q1 | $2.36M | Sell |
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|
2020
Q4 | $2.59M | Buy |
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|
2020
Q3 | $2.09M | Sell |
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|
2020
Q2 | $2.42M | Sell |
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|
2020
Q1 | $50.3M | Buy |
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|
2019
Q4 | $5.36M | Buy |
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|
2019
Q3 | $4.62M | Buy |
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|
2019
Q2 | $4.31M | Buy |
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|
2019
Q1 | $3.69M | Sell |
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|
2018
Q4 | $3.57M | Buy |
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|
2018
Q3 | $3.21M | Sell |
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|
2018
Q2 | $3.08M | Buy |
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|
2018
Q1 | $2.79M | Buy |
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|
2017
Q4 | $1.94M | Sell |
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|
2017
Q3 | $1.97M | Sell |
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|
2017
Q2 | $1.97M | Buy |
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|
2017
Q1 | $1.82M | Sell |
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|
2016
Q4 | $1.83M | Buy |
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|
2016
Q3 | $1.61M | Sell |
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|
2016
Q2 | $1.57M | Sell |
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|
2016
Q1 | $1.59M | Sell |
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|
2015
Q4 | $1.72M | Buy |
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|
2015
Q3 | $1.5M | Buy |
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|
2015
Q2 | $1.56M | Sell |
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|
2015
Q1 | $1.64M | Sell |
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|
2014
Q4 | $1.89M | Buy |
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|
2014
Q3 | $1.76M | Buy |
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|
2014
Q2 | $1.73M | Buy |
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|
2014
Q1 | $1.65M | Sell |
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|
2013
Q4 | $1.64M | Sell |
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|
2013
Q3 | $1.51M | Sell |
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|
2013
Q2 | $1.48M | Buy |
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