Asset Planning Corporation’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 | $1.36M | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $953K | Buy |
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|
2023
Q3 | $838K | Sell |
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|
2023
Q2 | $910K | Buy |
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|
2023
Q1 | $839K | Sell |
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|
2022
Q4 | $787K | Buy |
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|
2022
Q3 | $733K | Sell |
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|
2022
Q2 | $817K | Buy |
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|
2022
Q1 | $977K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $602K | Buy |
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|
2021
Q2 | $558K | Hold |
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|
2021
Q1 | $517K | Sell |
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|
2020
Q4 | $507K | Buy |
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