Buttonwood Financial Advisors’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 | $1.01M | Hold |
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|
2025
Q3 | $988K | Buy |
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|
2025
Q2 | $873K | Hold |
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|
2025
Q1 | $790K | Hold |
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|
2024
Q4 | $828K | Hold |
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|
2024
Q3 | $811K | Buy |
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|
2024
Q2 | $640K | Hold |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $503K | Buy |
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|
2023
Q2 | $520K | Buy |
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