Centric 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 | $1.33M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $798K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $6.62M | Buy |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $202K | Buy |
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