Cannon Financial Strategists’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
Q2 | $2.02M | Buy |
|
|||||
|
2025
Q1 | $1.59M | Hold |
|
|||||
|
2024
Q4 | $1.67M | Sell |
|
|||||
|
2024
Q3 | $1.63M | Buy |
|
|||||
|
2024
Q2 | $1.49M | Buy |
|
|||||
|
2024
Q1 | $354K | Hold |
|
|||||
|
2023
Q4 | $321K | Sell |
|
|||||
|
2023
Q3 | $293K | Buy |
|
|||||
|
2023
Q2 | $300K | Sell |
|
|||||
|
2023
Q1 | $278K | Hold |
|
|||||
|
2022
Q4 | $259K | Sell |
|
|||||
|
2022
Q3 | $335K | Sell |
|
|||||
|
2022
Q2 | $373K | Buy |
|
|||||
|
2022
Q1 | $439K | Buy |
|
|||||
|
2021
Q4 | $413K | Buy |
|
|||||
|
2021
Q3 | $262K | Hold |
|
|||||
|
2021
Q2 | $262K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $218K | Buy |
|