Convergence Financial’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 | $6.98M | Buy |
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|
2025
Q2 | $6.45M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $4.06M | Sell |
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|
2023
Q2 | $4.38M | Buy |
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|
2023
Q1 | $3.92M | Buy |
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|
2022
Q4 | $3.54M | Buy |
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|
2022
Q3 | $3.18M | Buy |
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|
2022
Q2 | $2.89M | Buy |
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