Compass Financial Group (Florida)’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 | $641K | Hold |
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|
2025
Q1 | $581K | Hold |
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|
2024
Q4 | $608K | Sell |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $591K | Sell |
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|
2024
Q1 | $563K | Hold |
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $5.64M | Buy |
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|
2023
Q1 | $4.82M | Buy |
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|
2022
Q4 | $3.9M | Sell |
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|
2022
Q3 | $4.45M | Sell |
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|
2022
Q2 | $4.68M | Buy |
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|
2022
Q1 | $5.92M | Buy |
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|
2021
Q4 | $6.43M | Buy |
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|
2021
Q3 | $5.43M | Buy |
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|
2021
Q2 | $5.22M | Buy |
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|
2021
Q1 | $4.48M | Buy |
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|
2020
Q4 | $4.25M | Buy |
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|
2020
Q3 | $3.52M | Buy |
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|
2020
Q2 | $3.07M | Buy |
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|
2020
Q1 | $2.41M | Sell |
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|
2019
Q4 | $3.56M | Buy |
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|
2019
Q3 | $3.21M | Buy |
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|
2019
Q2 | $3.16M | Buy |
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|
2019
Q1 | $3.02M | Buy |
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|
2018
Q4 | $2.61M | Buy |
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|
2018
Q3 | $1.47M | Sell |
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|
2018
Q2 | $1.63M | Buy |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q4 | $1.06M | Buy |
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