CCG 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
Q2 | $2.49M | Buy |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.11M | Sell |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.96M | Sell |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $5.5M | Sell |
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|
2021
Q4 | $12.7M | Buy |
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|
2021
Q3 | $3.84M | Buy |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $245K | Hold |
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|
2020
Q3 | $220K | Hold |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $388K | Hold |
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|
2019
Q3 | $358K | Hold |
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|
2019
Q2 | $353K | Buy |
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|
2019
Q1 | $284K | Buy |
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