Bragg 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
Q2 | $7.2M | Buy |
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|
2025
Q1 | $6.46M | Buy |
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|
2024
Q4 | $6.66M | Buy |
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|
2024
Q3 | $6.3M | Sell |
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|
2024
Q2 | $6.09M | Sell |
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|
2024
Q1 | $5.97M | Sell |
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|
2023
Q4 | $5.55M | Sell |
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|
2023
Q3 | $5.87M | Buy |
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|
2023
Q2 | $5.13M | Buy |
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|
2023
Q1 | $4.52M | Sell |
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|
2022
Q4 | $4.25M | Buy |
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|
2022
Q3 | $3.84M | Sell |
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|
2022
Q2 | $4.17M | Sell |
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|
2022
Q1 | $5.02M | Buy |
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|
2021
Q4 | $4.71M | Hold |
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|
2021
Q3 | $4.71M | Sell |
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|
2021
Q2 | $4.76M | Sell |
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|
2021
Q1 | $4.74M | Buy |
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|
2020
Q4 | $3.69M | Sell |
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|
2020
Q3 | $3.47M | Buy |
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|
2020
Q2 | $3.19M | Sell |
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|
2020
Q1 | $2.75M | Buy |
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|
2019
Q4 | $3.42M | Sell |
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|
2019
Q3 | $3.21M | Buy |
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|
2019
Q2 | $3.04M | Hold |
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|
2019
Q1 | $2.93M | Sell |
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|
2018
Q4 | $2.6M | Sell |
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|
2018
Q3 | $3.25M | Buy |
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|
2018
Q2 | $2.93M | Buy |
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|
2018
Q1 | $2.58M | Hold |
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|
2017
Q4 | $2.62M | Sell |
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|
2017
Q3 | $2.48M | Sell |
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|
2017
Q2 | $2.4M | Hold |
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|
2017
Q1 | $2.33M | Buy |
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|
2016
Q4 | $2.07M | Hold |
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|
2016
Q3 | $2.01M | Sell |
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|
2016
Q2 | $1.96M | Sell |
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|
2016
Q1 | $1.92M | Buy |
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|
2015
Q4 | $1.61M | Hold |
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|
2015
Q3 | $1.52M | Sell |
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|
2015
Q2 | $1.76M | Buy |
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|
2015
Q1 | $310K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $281K | Hold |
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|
2014
Q2 | $279K | Sell |
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|
2014
Q1 | $270K | Sell |
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|
2013
Q4 | $273K | Hold |
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|
2013
Q3 | $248K | Buy |
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