Curated Wealth Partners’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 | $34.4M | Hold |
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|
2025
Q2 | $31.9M | Buy |
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|
2025
Q1 | $28.8M | Buy |
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|
2024
Q4 | $30M | Hold |
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|
2024
Q3 | $29.4M | Buy |
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|
2024
Q2 | $25.6M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $19.6M | Buy |
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|
2023
Q3 | $17.4M | Buy |
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|
2023
Q2 | $17.7M | Sell |
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|
2023
Q1 | $16.4M | Buy |
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|
2022
Q4 | $14.8M | Hold |
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|
2022
Q3 | $13.9M | Hold |
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|
2022
Q2 | $14.6M | Buy |
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|
2022
Q1 | $18.1M | Hold |
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|
2021
Q4 | $18.1M | Sell |
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|
2021
Q3 | $16.4M | Buy |
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|
2021
Q2 | $16.3M | Buy |
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|
2021
Q1 | $15.1M | Hold |
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|
2020
Q4 | $14.2M | Buy |
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