Arkadios 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 | $38.5M | Buy |
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|
2025
Q2 | $34M | Buy |
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|
2025
Q1 | $18.5M | Buy |
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|
2024
Q4 | $11.2M | Sell |
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|
2024
Q3 | $11.3M | Sell |
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|
2024
Q2 | $24.1M | Sell |
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|
2024
Q1 | $23.3M | Sell |
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|
2023
Q4 | $26.7M | Buy |
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|
2023
Q3 | $22.1M | Buy |
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|
2023
Q2 | $10.1M | Sell |
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|
2023
Q1 | $9.56M | Sell |
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|
2022
Q4 | $9.11M | Buy |
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|
2022
Q3 | $3.33M | Sell |
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|
2022
Q2 | $3.93M | Sell |
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|
2022
Q1 | $5.51M | Sell |
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|
2021
Q4 | $5.89M | Buy |
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|
2021
Q3 | $5.01M | Sell |
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|
2021
Q2 | $5.68M | Buy |
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|
2021
Q1 | $5.11M | Buy |
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|
2020
Q4 | $4.8M | Buy |
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|
2020
Q3 | $4.38M | Sell |
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|
2020
Q2 | $4.37M | Sell |
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|
2020
Q1 | $4.11M | Buy |
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|
2019
Q4 | $4.4M | Buy |
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