Avaii Wealth Management’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 | $1.08M | Buy |
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|
2025
Q2 | $834K | Buy |
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|
2025
Q1 | $642K | Hold |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $667K | Hold |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $607K | Buy |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $293K | Hold |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $325K | Buy |
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