Buckingham Strategic Wealth’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
Q2 | $39.2M | Buy |
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|
2024
Q1 | $37.6M | Sell |
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|
2023
Q4 | $34.9M | Buy |
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|
2023
Q3 | $31.1M | Buy |
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|
2023
Q2 | $30.2M | Sell |
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|
2023
Q1 | $26.6M | Hold |
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|
2022
Q4 | $26.6M | Sell |
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|
2022
Q3 | $26M | Buy |
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|
2022
Q2 | $26.9M | Buy |
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|
2022
Q1 | $28.9M | Buy |
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|
2021
Q4 | $28.5M | Sell |
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|
2021
Q3 | $26.5M | Sell |
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|
2021
Q2 | $26.6M | Buy |
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|
2021
Q1 | $23.6M | Sell |
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|
2020
Q4 | $23.7M | Buy |
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|
2020
Q3 | $12.7M | Sell |
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|
2020
Q2 | $11.9M | Sell |
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|
2020
Q1 | $12.2M | Buy |
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|
2019
Q4 | $10.8M | Buy |
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|
2019
Q3 | $9.81M | Sell |
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|
2019
Q2 | $9.94M | Buy |
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|
2019
Q1 | $9.23M | Buy |
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|
2018
Q4 | $6.09M | Buy |
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|
2018
Q3 | $6.13M | Buy |
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|
2018
Q2 | $5.04M | Buy |
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|
2018
Q1 | $4.18M | Buy |
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|
2017
Q4 | $3.65M | Sell |
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|
2017
Q3 | $3.65M | Buy |
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|
2017
Q2 | $3.37M | Buy |
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|
2017
Q1 | $2.08M | Buy |
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|
2016
Q4 | $1.57M | Buy |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $1.18M | Sell |
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|
2016
Q1 | $1.19M | Sell |
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|
2015
Q4 | $1.97M | Buy |
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|
2015
Q3 | $1.76M | Sell |
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|
2015
Q2 | $2.17M | Buy |
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|
2015
Q1 | $1.83M | Buy |
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|
2014
Q4 | $657K | Buy |
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|
2014
Q3 | $367K | Hold |
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|
2014
Q2 | $365K | Buy |
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|
2014
Q1 | $262K | Buy |
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|
2013
Q4 | $243K | Buy |
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