Bordeaux 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 | $3.21M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $929K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $502K | Buy |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $549K | Buy |
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|
2021
Q3 | $491K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $357K | Buy |
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