Bromfield Sneider 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
2024
Q1
$28.8M Sell
2023
Q4
$26.6M Sell
2023
Q3
$24.2M Sell
2023
Q2
$25.8M Sell
2023
Q1
$24.2M Buy
2022
Q4
$22.6M Buy
2022
Q3
$21.1M Buy
2022
Q2
$22.2M Sell
2022
Q1
$26.8M Sell
2021
Q4
$29M Buy