ClientFirst 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
Q2 | $4.91M | Hold |
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|
2025
Q1 | $4.45M | Buy |
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|
2024
Q4 | $4.61M | Buy |
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|
2023
Q3 | $3.42M | Hold |
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|
2023
Q2 | $3.53M | Hold |
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|
2023
Q1 | $3.21M | Hold |
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|
2022
Q4 | $3.01M | Hold |
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|
2022
Q3 | $3.1M | Sell |
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|
2022
Q2 | $3.09M | Buy |
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|
2022
Q1 | $3.58M | Hold |
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|
2021
Q4 | $3.62M | Buy |
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