Birchcreek 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
Q2 | $966K | Buy |
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|
2025
Q1 | $871K | Hold |
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|
2024
Q4 | $912K | Hold |
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|
2024
Q3 | $893K | Hold |
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|
2024
Q2 | $847K | Buy |
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|
2024
Q1 | $814K | Sell |
|
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|
2023
Q4 | $818K | Buy |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $691K | Buy |
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|
2023
Q1 | $570K | Hold |
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|
2022
Q4 | $533K | Sell |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $601K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $132K | Buy |
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