Core Wealth Advisors’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 | $1.88M | Buy |
|
|||||
|
2025
Q1 | $1.58M | Sell |
|
|||||
|
2024
Q4 | $1.65M | Buy |
|
|||||
|
2024
Q3 | $1.6M | Hold |
|
|||||
|
2024
Q2 | $1.52M | Buy |
|
|||||
|
2024
Q1 | $1.39M | Buy |
|
|||||
|
2023
Q4 | $1.24M | Hold |
|
|||||
|
2023
Q3 | $1.12M | Hold |
|
|||||
|
2023
Q2 | $1.16M | Sell |
|
|||||
|
2023
Q1 | $1.07M | Sell |
|
|||||
|
2022
Q4 | $1.02M | Buy |
|
|||||
|
2022
Q3 | $941K | Hold |
|
|||||
|
2022
Q2 | $994K | Sell |
|
|||||
|
2022
Q1 | $1.21M | Sell |
|
|||||
|
2021
Q4 | $1.28M | Hold |
|
|||||
|
2021
Q3 | $1.15M | Hold |
|
|||||
|
2021
Q2 | $1.15M | Hold |
|
|||||
|
2021
Q1 | $1.06M | Hold |
|
|||||
|
2020
Q4 | $1M | Sell |
|
|||||
|
2020
Q3 | $928K | Buy |
|
|||||
|
2020
Q2 | $836K | Sell |
|
|||||
|
2020
Q1 | $1.29M | Sell |
|
|||||
|
2019
Q4 | $1.69M | Buy |
|