Cypress Financial Planning’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 | $6.44M | Sell |
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|
2025
Q2 | $6.11M | Sell |
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|
2025
Q1 | $5.55M | Sell |
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|
2024
Q4 | $6.22M | Sell |
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|
2024
Q3 | $6.22M | Sell |
|
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|
2024
Q2 | $6.09M | Buy |
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|
2024
Q1 | $4.87M | Buy |
|
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|
2023
Q4 | $4.3M | Sell |
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|
2023
Q3 | $4.19M | Sell |
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|
2023
Q2 | $4.48M | Sell |
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|
2023
Q1 | $4.24M | Buy |
|
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|
2022
Q4 | $3.8M | Sell |
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|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $3.87M | Buy |
|