CFS Investment Advisory Services’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
Q3 | $2.09M | Hold |
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|
2025
Q2 | $1.9M | Hold |
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|
2025
Q1 | $1.72M | Hold |
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|
2024
Q4 | $1.8M | Hold |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.67M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $133K | Buy |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2020
Q4 | $1.38M | Buy |
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