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