Benchmark Financial 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 | $32.9M | Sell |
|
|||||
|
2025
Q1 | $32.8M | Sell |
|
|||||
|
2024
Q4 | $45.6M | Buy |
|
|||||
|
2024
Q3 | $40.8M | Buy |
|
|||||
|
2024
Q2 | $34.8M | Buy |
|
|||||
|
2024
Q1 | $31.6M | Buy |
|
|||||
|
2023
Q4 | $27.5M | Buy |
|
|||||
|
2023
Q3 | $22.5M | Buy |
|
|||||
|
2023
Q2 | $21.7M | Buy |
|
|||||
|
2023
Q1 | $14.7M | Buy |
|
|||||
|
2022
Q4 | $10.4M | Buy |
|
|||||
|
2022
Q3 | $6.64M | Buy |
|
|||||
|
2022
Q2 | $4.06M | Sell |
|
|||||
|
2022
Q1 | $5.72M | Buy |
|
|||||
|
2021
Q4 | $3.24M | Buy |
|
|||||
|
2021
Q3 | $2.38M | Buy |
|
|||||
|
2021
Q2 | $1.77M | Buy |
|
|||||
|
2021
Q1 | $1M | Sell |
|
|||||
|
2020
Q4 | $1.12M | Buy |
|
|||||
|
2020
Q3 | $861K | Buy |
|
|||||
|
2020
Q2 | $744K | Buy |
|
|||||
|
2020
Q1 | $568K | Buy |
|
|||||
|
2019
Q4 | $706K | Buy |
|
|||||
|
2019
Q3 | $649K | Buy |
|
|||||
|
2019
Q2 | $610K | Buy |
|
|||||
|
2019
Q1 | $586K | Buy |
|
|||||
|
2018
Q4 | $517K | Buy |
|