Atlantic Private 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
$46.7M Sell
2025
Q2
$44.1M Sell
2025
Q1
$40.8M Sell
2024
Q4
$46.1M Sell
2024
Q3
$45.6M Sell
2024
Q2
$44.1M Sell
2024
Q1
$44.7M Sell
2023
Q4
$41.5M Sell
2023
Q3
$37.8M Sell
2023
Q2
$39.6M Sell
2023
Q1
$37.2M Buy
2022
Q4
$34.2M Sell
2022
Q3
$33M Sell
2022
Q2
$35.4M Buy
2022
Q1
$42M Buy
2021
Q4
$43.9M Buy