Brio Consultants’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 | $366K | Buy |
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|
2025
Q2 | $315K | Hold |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $249K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $674K | Buy |
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|
2020
Q1 | $524K | Buy |
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|
2019
Q4 | $628K | Buy |
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|
2019
Q3 | $578K | Buy |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $277K | Buy |
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