Bluestem 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
Q3 | $570K | Sell |
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|
2025
Q2 | $559K | Hold |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $530K | Buy |
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|
2024
Q1 | $468K | Hold |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $426K | Hold |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $602K | Hold |
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|
2021
Q4 | $633K | Hold |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $476K | Hold |
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|
2021
Q1 | $441K | Hold |
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|
2020
Q4 | $416K | Sell |
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|
2020
Q3 | $393K | Sell |
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|
2020
Q2 | $400K | Hold |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $437K | Buy |
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