Client 1st Advisory Group’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
Q4 | $965K | Buy |
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|
2025
Q3 | $842K | Buy |
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|
2025
Q2 | $750K | Hold |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $350K | Buy |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $217K | Buy |
|