Cahill 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
Q1 | $3.86M | Buy |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $3.53M | Buy |
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|
2024
Q2 | $3.35M | Buy |
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|
2024
Q1 | $3.22M | Buy |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $2.66M | Buy |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $2.69M | Hold |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $1.57M | Buy |
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