Cedar 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 | $140K | Hold |
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|
2025
Q1 | $127K | Buy |
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|
2024
Q4 | $82.6K | Sell |
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|
2024
Q3 | $414K | Hold |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $455K | Sell |
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|
2020
Q2 | $437K | Sell |
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|
2020
Q1 | $729K | Buy |
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|
2019
Q4 | $448K | Sell |
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|
2019
Q3 | $441K | Buy |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $366K | Sell |
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|
2018
Q4 | $487K | Sell |
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|
2018
Q3 | $631K | Buy |
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|
2018
Q2 | $583K | Sell |
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|
2018
Q1 | $569K | Buy |
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|
2017
Q4 | $555K | Buy |
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|
2017
Q3 | $428K | Buy |
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|
2017
Q2 | $296K | Hold |
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|
2017
Q1 | $289K | Hold |
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|
2016
Q4 | $274K | Buy |
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|
2016
Q3 | $238K | Hold |
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|
2016
Q2 | $230K | Hold |
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|
2016
Q1 | $226K | Buy |
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