B. Riley Wealth Advisors’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 | $24.9M | Buy |
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|
2024
Q4 | $37M | Sell |
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|
2024
Q3 | $49.2M | Buy |
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|
2024
Q2 | $45.8M | Buy |
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|
2024
Q1 | $35.5M | Buy |
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|
2023
Q4 | $37.9M | Sell |
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|
2023
Q3 | $35.5M | Sell |
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|
2023
Q2 | $36.9M | Buy |
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|
2023
Q1 | $33.8M | Buy |
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|
2022
Q4 | $31.2M | Sell |
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|
2022
Q3 | $30.2M | Buy |
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|
2022
Q2 | $19.7M | Sell |
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|
2022
Q1 | $25.1M | Buy |
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|
2021
Q4 | $23.7M | Buy |
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|
2021
Q3 | $21M | Buy |
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|
2021
Q2 | $19.6M | Buy |
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|
2021
Q1 | $18.1M | Buy |
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|
2020
Q4 | $14.1M | Sell |
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|
2020
Q3 | $13.1M | Buy |
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|
2020
Q2 | $11.4M | Sell |
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|
2020
Q1 | $15.4M | Buy |
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|
2019
Q4 | $7.12M | Buy |
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|
2019
Q3 | $6.45M | Sell |
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|
2019
Q2 | $6.77M | Sell |
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|
2019
Q1 | $6.64M | Buy |
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|
2018
Q4 | $5.34M | Buy |
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|
2018
Q3 | $5.09M | Buy |
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|
2018
Q2 | $4.69M | Buy |
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|
2018
Q1 | $4.16M | Sell |
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|
2017
Q4 | $4.69M | Sell |
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|
2017
Q3 | $5.97M | Buy |
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|
2017
Q2 | $3.63M | Sell |
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|
2017
Q1 | $3.79M | Sell |
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|
2016
Q4 | $3.68M | Sell |
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|
2016
Q3 | $3.8M | Buy |
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|
2016
Q2 | $2.65M | Sell |
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|
2016
Q1 | $3.99M | Buy |
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|
2015
Q4 | $3.89M | Buy |
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|
2015
Q3 | $2.55M | Buy |
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|
2015
Q2 | $2.36M | Sell |
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|
2015
Q1 | $2.85M | Sell |
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|
2014
Q4 | $14.4K | Sell |
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|
2014
Q3 | $1.92M | Buy |
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|
2014
Q2 | $2.45M | Sell |
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|
2014
Q1 | $3.08M | Buy |
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|
2013
Q4 | $4.57M | Sell |
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|
2013
Q3 | $5.58M | Buy |
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|
2013
Q2 | $877K | Buy |
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