Aprio 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 | $20.7M | Sell |
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|
2025
Q2 | $19.5M | Sell |
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|
2025
Q1 | $18.2M | Sell |
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|
2024
Q4 | $19.4M | Sell |
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|
2024
Q3 | $19.2M | Sell |
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|
2024
Q2 | $19M | Sell |
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|
2024
Q1 | $19.5M | Buy |
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|
2023
Q4 | $17.7M | Sell |
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|
2023
Q3 | $17.5M | Buy |
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|
2023
Q2 | $17.7M | Buy |
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|
2023
Q1 | $15.7M | Buy |
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|
2022
Q4 | $14.2M | Sell |
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|
2022
Q3 | $17.9M | Buy |
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|
2022
Q2 | $17.5M | Sell |
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|
2022
Q1 | $21.5M | Sell |
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|
2021
Q4 | $25.1M | Buy |
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|
2021
Q3 | $22.6M | Sell |
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|
2021
Q2 | $23.3M | Buy |
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|
2020
Q4 | $19.3M | Buy |
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|
2020
Q3 | $14.8M | Buy |
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|
2020
Q2 | $8.25M | Buy |
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|
2020
Q1 | $3.77M | Sell |
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|
2019
Q4 | $19.1M | Buy |
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