Commonwealth Financial Services’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 | $47M | Buy |
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|
2025
Q2 | $40.1M | Buy |
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|
2025
Q1 | $35.9M | Sell |
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|
2024
Q4 | $38.1M | Buy |
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|
2024
Q3 | $36.2M | Buy |
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|
2024
Q2 | $35.2M | Buy |
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|
2024
Q1 | $27.6M | Hold |
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|
2023
Q4 | $27.6M | Buy |
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|
2023
Q3 | $13.7M | Buy |
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|
2017
Q1 | $466K | Sell |
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|
2016
Q4 | $490K | Sell |
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|
2016
Q3 | $504K | Sell |
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|
2016
Q2 | $928K | Sell |
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|
2016
Q1 | $967K | Sell |
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|
2015
Q4 | $2.02M | Buy |
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|
2015
Q3 | $1.42M | Buy |
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|
2015
Q2 | $82K | Sell |
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|
2015
Q1 | $11.9M | Sell |
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|
2014
Q4 | $38.6M | Buy |
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