Avantax Advisory Services’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 | $268M | Buy |
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|
2025
Q1 | $230M | Buy |
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|
2024
Q4 | $219M | Buy |
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|
2024
Q3 | $209M | Buy |
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|
2024
Q2 | $197M | Buy |
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|
2024
Q1 | $171M | Buy |
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|
2023
Q4 | $140M | Buy |
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|
2023
Q3 | $107M | Buy |
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|
2023
Q2 | $100M | Buy |
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|
2023
Q1 | $62M | Buy |
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|
2022
Q4 | $54.3M | Buy |
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|
2022
Q3 | $50.5M | Buy |
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|
2022
Q2 | $49.5M | Buy |
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|
2022
Q1 | $56.1M | Buy |
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|
2021
Q4 | $54.8M | Buy |
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|
2021
Q3 | $46.3M | Buy |
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|
2021
Q2 | $43.7M | Buy |
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|
2021
Q1 | $36.9M | Sell |
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|
2020
Q4 | $36.1M | Sell |
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|
2020
Q3 | $68.1M | Buy |
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|
2020
Q2 | $31M | Sell |
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|
2020
Q1 | $30.5M | Buy |
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|
2019
Q4 | $28.3M | Buy |
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|
2019
Q3 | $9.25M | Buy |
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|
2019
Q2 | $8.39M | Buy |
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|
2019
Q1 | $7.45M | Buy |
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|
2018
Q4 | $5.96M | Buy |
|