Connecticut 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
Q3 | $26.1M | Buy |
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|
2025
Q2 | $23.5M | Buy |
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|
2025
Q1 | $21.1M | Sell |
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|
2024
Q4 | $22.3M | Sell |
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|
2024
Q3 | $22.2M | Sell |
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|
2024
Q2 | $21.1M | Sell |
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|
2024
Q1 | $21.3M | Sell |
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|
2023
Q4 | $20.1M | Buy |
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|
2023
Q3 | $16.8M | Buy |
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|
2023
Q2 | $14.6M | Buy |
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|
2023
Q1 | $13.5M | Buy |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | $2.89M | Buy |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $4.56M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.38M | Buy |
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