Costello Asset 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 | $2.4M | Buy |
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|
2025
Q2 | $2.15M | Sell |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $648K | Buy |
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|
2023
Q3 | $554K | Buy |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $251K | Buy |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | $192K | Hold |
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|
2020
Q3 | $172K | Hold |
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|
2020
Q2 | $158K | Buy |
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