Baker Tilly 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
Q3 | $618K | Buy |
|
|||||
|
2025
Q2 | $456K | Sell |
|
|||||
|
2025
Q1 | $442K | Buy |
|
|||||
|
2024
Q4 | $362K | Sell |
|
|||||
|
2024
Q3 | $723K | Sell |
|
|||||
|
2024
Q2 | $852K | Sell |
|
|||||
|
2024
Q1 | $7.6M | Sell |
|
|||||
|
2023
Q4 | $9.53M | Sell |
|
|||||
|
2023
Q3 | $8.62M | Sell |
|
|||||
|
2023
Q2 | $15.3M | Sell |
|
|||||
|
2023
Q1 | $17M | Buy |
|
|||||
|
2022
Q4 | $9.18M | Sell |
|
|||||
|
2022
Q3 | $11.4M | Sell |
|
|||||
|
2022
Q2 | $12.9M | Buy |
|
|||||
|
2022
Q1 | $14.8M | Sell |
|
|||||
|
2021
Q4 | $16.4M | Buy |
|
|||||
|
2021
Q3 | $12.9M | Buy |
|
|||||
|
2021
Q2 | $12.2M | Buy |
|
|||||
|
2021
Q1 | $10.7M | Buy |
|
|||||
|
2020
Q4 | $9.65M | Buy |
|