Consilium Wealth Advisory’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 | $2.94M | Sell |
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|
2025
Q2 | $2.74M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $869K | Buy |
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|
2023
Q2 | $900K | Sell |
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|
2023
Q1 | $920K | Sell |
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|
2022
Q4 | $863K | Buy |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $769K | Sell |
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|
2021
Q4 | $968K | Buy |
|