ARS Wealth Advisors Group’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 | $4.41M | Buy |
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|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $2.05M | Sell |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $980K | Buy |
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|
2022
Q4 | $852K | Buy |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $818K | Buy |
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|
2022
Q1 | $979K | Buy |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q3 | $735K | Buy |
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