Asset Planning Services Inc’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 | $559K | Hold |
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|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $669K | Sell |
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|
2024
Q4 | $728K | Sell |
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|
2024
Q3 | $753K | Sell |
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|
2024
Q2 | $762K | Sell |
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|
2024
Q1 | $844K | Sell |
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|
2023
Q4 | $986K | Buy |
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|
2023
Q3 | $878K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $999K | Sell |
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|
2022
Q4 | $965K | Sell |
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|
2022
Q3 | $902K | Hold |
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|
2022
Q2 | $953K | Buy |
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|
2022
Q1 | $843K | Buy |
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|
2021
Q4 | $687K | Buy |
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|
2021
Q3 | $604K | Buy |
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|
2021
Q2 | $559K | Hold |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $601K | Hold |
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|
2020
Q3 | $538K | Buy |
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|
2020
Q2 | $403K | Buy |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | $400K | Hold |
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|
2019
Q3 | $369K | Hold |
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|
2019
Q2 | $364K | Sell |
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|
2019
Q1 | $365K | Sell |
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|
2018
Q4 | $373K | Buy |
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|
2018
Q3 | $432K | Hold |
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|
2018
Q2 | $403K | Hold |
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|
2018
Q1 | $390K | Hold |
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|
2017
Q4 | $396K | Hold |
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|
2017
Q3 | $373K | Hold |
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|
2017
Q2 | $359K | Hold |
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|
2017
Q1 | $350K | Hold |
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|
2016
Q4 | $332K | Buy |
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