Avantax Planning Partners’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 | $10M | Sell |
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|
2025
Q2 | $9.67M | Buy |
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|
2025
Q1 | $8.14M | Buy |
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|
2024
Q4 | $8.53M | Sell |
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|
2024
Q3 | $8.4M | Sell |
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|
2024
Q2 | $10.1M | Sell |
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|
2024
Q1 | $9.95M | Buy |
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|
2023
Q4 | $8.54M | Sell |
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|
2023
Q3 | $8.04M | Buy |
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|
2023
Q2 | $7.56M | Sell |
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|
2023
Q1 | $7.15M | Sell |
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|
2022
Q4 | $7.02M | Sell |
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|
2022
Q3 | $7.05M | Sell |
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|
2022
Q2 | $7.46M | Sell |
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|
2022
Q1 | $8.95M | Sell |
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|
2021
Q4 | $9.63M | Buy |
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|
2021
Q3 | $3.61M | Buy |
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|
2021
Q2 | $3.56M | Buy |
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|
2021
Q1 | $3.09M | Buy |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $860K | Sell |
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|
2020
Q1 | $719K | Buy |
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|
2019
Q4 | $581K | Sell |
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|
2019
Q3 | $538K | Buy |
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|
2019
Q2 | $536K | Hold |
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|
2019
Q1 | $510K | Buy |
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|
2018
Q4 | $403K | Buy |
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|
2018
Q3 | $272K | Sell |
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|
2018
Q2 | $323K | Sell |
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|
2018
Q1 | $1.52M | Sell |
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|
2017
Q4 | $1.73M | Buy |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $1.29M | Buy |
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|
2016
Q4 | $1.18M | Buy |
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