Avondale 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 | $458K | Hold |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $426K | Hold |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $123K | Hold |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $107K | Hold |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $142K | Hold |
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|
2021
Q3 | $129K | Hold |
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|
2021
Q2 | $128K | Hold |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $100K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $97K | Hold |
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|
2019
Q3 | $89K | Hold |
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|
2019
Q2 | $88K | Hold |
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|
2019
Q1 | $85K | Hold |
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|
2018
Q4 | $75K | Buy |
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