CarsonAllaria 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 | $362K | Buy |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $195K | Sell |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $159K | Sell |
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|
2023
Q2 | $170K | Buy |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $127K | Buy |
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|
2022
Q2 | $129K | Buy |
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|
2022
Q1 | $153K | Buy |
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|
2021
Q4 | $161K | Buy |
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