Capital Asset Advisory Services’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 | $6.15M | Buy |
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|
2025
Q2 | $5.14M | Buy |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $3.27M | Sell |
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|
2024
Q3 | $3.27M | Buy |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $3.58M | Buy |
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|
2023
Q4 | $2.37M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.37M | Sell |
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|
2022
Q1 | $3.91M | Buy |
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|
2021
Q4 | $3.9M | Sell |
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|
2021
Q3 | $4.39M | Sell |
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|
2021
Q2 | $4.38M | Sell |
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|
2021
Q1 | $5.22M | Buy |
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|
2020
Q4 | $2.9M | Buy |
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|
2020
Q3 | $2.46M | Buy |
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|
2020
Q2 | $2.4M | Sell |
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|
2020
Q1 | $2.07M | Sell |
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|
2019
Q4 | $3.43M | Buy |
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|
2019
Q3 | $235K | Sell |
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|
2019
Q2 | $281K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $241K | Buy |
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