Congress 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 | $55.9M | Buy |
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|
2025
Q1 | $41.5M | Buy |
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|
2024
Q4 | $42.3M | Buy |
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|
2024
Q3 | $34.5M | Buy |
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|
2024
Q2 | $28.7M | Buy |
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|
2024
Q1 | $23.7M | Buy |
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|
2023
Q4 | $19.7M | Buy |
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|
2023
Q3 | $7.33M | Buy |
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|
2023
Q2 | $5.17M | Sell |
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|
2023
Q1 | $5.78M | Sell |
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|
2022
Q4 | $11.5M | Sell |
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|
2022
Q3 | $11.2M | Buy |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $13.9M | Sell |
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|
2021
Q4 | $19.5M | Buy |
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