Clifford 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
Q3
$280K Sell
2025
Q2
$277K Sell
2025
Q1
$378K Sell
2024
Q4
$468K Buy
2024
Q3
$433K Buy
2024
Q2
$285K Buy
2024
Q1
$268K Sell
2023
Q4
$244K Sell
2023
Q3
$223K Buy
2023
Q2
$217K Buy