Badgley Phelps Wealth Managers’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 | $12.7M | Sell |
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|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $12.1M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $6.47M | Sell |
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|
2023
Q4 | $6.01M | Sell |
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|
2023
Q3 | $5.43M | Sell |
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|
2023
Q2 | $5.92M | Buy |
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|
2023
Q1 | $5.23M | Sell |
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|
2022
Q4 | $5.06M | Sell |
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|
2022
Q3 | $4.97M | Buy |
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $5.45M | Sell |
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|
2021
Q4 | $5.82M | Sell |
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|
2021
Q3 | $5.41M | Buy |
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