Center for Financial Planning’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 | $3.08M | Buy |
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|
2025
Q1 | $2.77M | Sell |
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.5M | Sell |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $4.17M | Buy |
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|
2022
Q2 | $3.14M | Buy |
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|
2022
Q1 | $3.65M | Buy |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $1.86M | Sell |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $718K | Buy |
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|
2020
Q3 | $569K | Sell |
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|
2020
Q2 | $561K | Sell |
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|
2020
Q1 | $989K | Buy |
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|
2019
Q4 | $154K | Buy |
|