Cherrydale 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
Q3 | $2.93M | Sell |
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|
2025
Q2 | $2.86M | Sell |
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|
2025
Q1 | $4.62M | Buy |
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|
2024
Q4 | $4.83M | Buy |
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|
2024
Q3 | $4.71M | Buy |
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|
2024
Q2 | $4.45M | Buy |
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|
2024
Q1 | $4.27M | Buy |
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|
2023
Q4 | $3.86M | Buy |
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|
2023
Q3 | $3.46M | Buy |
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|
2023
Q2 | $3.58M | Buy |
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|
2023
Q1 | $3.29M | Buy |
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|
2022
Q4 | $3.06M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.23M | Buy |
|