Cladis Investment Advisory’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 | $1.24M | Hold |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $825K | Hold |
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|
2024
Q4 | $864K | Hold |
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|
2024
Q3 | $846K | Hold |
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|
2024
Q2 | $802K | Hold |
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|
2024
Q1 | $771K | Hold |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $632K | Buy |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $481K | Buy |
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|
2022
Q2 | $453K | Hold |
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|
2022
Q1 | $542K | Hold |
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|
2021
Q4 | $570K | Buy |
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