BHK Investment 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 | $4.76M | Buy |
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|
2025
Q1 | $2.76M | Hold |
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|
2024
Q4 | $2.89M | Hold |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.68M | Hold |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $2.11M | Hold |
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|
2023
Q2 | $2.18M | Buy |
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|
2023
Q1 | $2.02M | Hold |
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|
2022
Q4 | $1.88M | Hold |
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|
2022
Q3 | $1.76M | Hold |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $296K | Hold |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $281K | Buy |
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