Comprehensive Financial 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 | $13.1M | Hold |
|
|||||
|
2025
Q1 | $11.9M | Hold |
|
|||||
|
2024
Q4 | $12.4M | Hold |
|
|||||
|
2024
Q3 | $12.2M | Hold |
|
|||||
|
2024
Q2 | $11.5M | Hold |
|
|||||
|
2024
Q1 | $11.1M | Sell |
|
|||||
|
2023
Q4 | $11.5M | Hold |
|
|||||
|
2023
Q3 | $10.3M | Hold |
|
|||||
|
2023
Q2 | $10.7M | Sell |
|
|||||
|
2023
Q1 | $11.4M | Hold |
|
|||||
|
2022
Q4 | $10.6M | Hold |
|
|||||
|
2022
Q3 | $9.94M | Hold |
|
|||||
|
2022
Q2 | $10.5M | Hold |
|
|||||
|
2022
Q1 | $12.5M | Sell |
|
|||||
|
2021
Q4 | $14M | Sell |
|
|||||
|
2021
Q3 | $13.2M | Sell |
|
|||||
|
2021
Q2 | $14.1M | Sell |
|
|||||
|
2021
Q1 | $14M | Hold |
|
|||||
|
2020
Q4 | $13.2M | Sell |
|
|||||
|
2020
Q3 | $12.1M | Sell |
|
|||||
|
2020
Q2 | $11.6M | Hold |
|
|||||
|
2020
Q1 | $9.7M | Hold |
|
|||||
|
2019
Q4 | $12.1M | Buy |
|