Astoria Strategic Wealth’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 | $385K | Hold |
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|
2025
Q2 | $357K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $257K | Buy |
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