Avior 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
Q2 | $26M | Buy |
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|
2025
Q1 | $23M | Buy |
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|
2024
Q4 | $21.6M | Buy |
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|
2024
Q3 | $20.7M | Sell |
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|
2024
Q2 | $19.9M | Buy |
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|
2024
Q1 | $18.5M | Buy |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $2.92M | Buy |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $2.01M | Sell |
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|
2020
Q3 | $1.81M | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.46M | Sell |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $1.77M | Sell |
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|
2019
Q2 | $1.8M | Sell |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $1.7M | Sell |
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|
2018
Q3 | $1.99M | Sell |
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|
2018
Q2 | $1.88M | Buy |
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|
2018
Q1 | $1.81M | Buy |
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|
2017
Q4 | $1.33M | Sell |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.24M | Sell |
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|
2017
Q1 | $1.47M | Buy |
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|
2016
Q4 | $1.38M | Buy |
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|
2016
Q3 | $1.31M | Sell |
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|
2016
Q2 | $1.27M | Buy |
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|
2016
Q1 | $1.22M | Buy |
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|
2015
Q4 | $358K | Buy |
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|
2015
Q3 | $252K | Buy |
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|
2015
Q2 | $36K | Sell |
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|
2015
Q1 | $113K | Hold |
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|
2014
Q4 | $113K | Hold |
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|
2014
Q3 | $108K | Sell |
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|
2014
Q2 | $116K | Hold |
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|
2014
Q1 | $111K | Buy |
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