Cabot Wealth Management’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 | $202K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | $241K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $491K | Hold |
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|
2018
Q2 | $458K | Buy |
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|
2018
Q1 | $442K | Buy |
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