Curran Financial 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 | $3.19M | Buy |
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|
2025
Q2 | $2.84M | Buy |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $2.48M | Sell |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $2.2M | Sell |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $888K | Sell |
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|
2022
Q2 | $950K | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $974K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $875K | Buy |
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|
2020
Q4 | $682K | Buy |
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