Caerus Investment Advisors’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 | $11.8M | Buy |
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|
2025
Q2 | $10.4M | Sell |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $8.32M | Sell |
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|
2024
Q3 | $8.96M | Sell |
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|
2024
Q2 | $8.72M | Sell |
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|
2024
Q1 | $9.17M | Buy |
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|
2023
Q4 | $7.96M | Buy |
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|
2023
Q3 | $7.02M | Hold |
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|
2023
Q2 | $7.28M | Buy |
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|
2023
Q1 | $5.95M | Buy |
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|
2022
Q4 | $5.53M | Sell |
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|
2022
Q3 | $5.62M | Sell |
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|
2022
Q2 | $5.94M | Sell |
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|
2022
Q1 | $6.79M | Buy |
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|
2021
Q4 | $3.23M | Buy |
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