Castleview Partners’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 | $3.86M | Buy |
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|
2025
Q2 | $3.56M | Buy |
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|
2025
Q1 | $3.04M | Sell |
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|
2024
Q4 | $3.71M | Sell |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $4.08M | Sell |
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|
2024
Q1 | $3.97M | Buy |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $3.61M | Sell |
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|
2023
Q2 | $5.25M | Sell |
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|
2023
Q1 | $5.18M | Sell |
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|
2022
Q4 | $6.45M | Buy |
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|
2022
Q3 | $5.91M | Buy |
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|
2022
Q2 | $643K | Sell |
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|
2022
Q1 | $11.6M | Sell |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q2 | $15.5M | Buy |
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|
2018
Q1 | $2.63M | Buy |
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