Cerro Pacific Wealth Advisors’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 | $9.66M | Buy |
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|
2025
Q1 | $7.37M | Buy |
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|
2024
Q4 | $4.12M | Buy |
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|
2024
Q3 | $3.09M | Buy |
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|
2024
Q2 | $3M | Buy |
|
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|
2023
Q1 | $877K | Sell |
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|
2022
Q4 | $902K | Buy |
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|
2022
Q3 | $688K | Sell |
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|
2022
Q2 | $788K | Sell |
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|
2022
Q1 | $1.03M | Buy |
|
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $882K | Sell |
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|
2021
Q2 | $927K | Buy |
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|
2020
Q4 | $2.2M | Buy |
|