Collaborative 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 | $1.03M | Buy |
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|
2025
Q1 | $908K | Buy |
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|
2024
Q4 | $622K | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.3M | Hold |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $968K | Hold |
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|
2022
Q4 | $904K | Buy |
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|
2022
Q3 | $842K | Hold |
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|
2022
Q2 | $890K | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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