Brown Financial Advisory’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 | $512K | Hold |
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|
2025
Q2 | $474K | Hold |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $274K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $215K | Buy |
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