Barnes Pettey Financial 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 | $845K | Buy |
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|
2025
Q1 | $746K | Sell |
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|
2024
Q4 | $796K | Sell |
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|
2024
Q3 | $793K | Sell |
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|
2024
Q2 | $773K | Sell |
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|
2024
Q1 | $797K | Buy |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $672K | Sell |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $662K | Hold |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $606K | Hold |
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|
2022
Q2 | $640K | Buy |
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|
2022
Q1 | $761K | Sell |
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|
2021
Q4 | $819K | Buy |
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