Burton Enright Welch’s State Street 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
Q4 | $1.41M | Buy |
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|
2025
Q3 | $1.19M | Hold |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $996K | Hold |
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|
2024
Q1 | $957K | Sell |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $933K | Buy |
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|
2023
Q2 | $964K | Buy |
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|
2023
Q1 | $768K | Hold |
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|
2022
Q4 | $717K | Buy |
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|
2022
Q3 | $669K | Buy |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $661K | Buy |
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