Cypress Wealth Services’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 | $10.3M | Sell |
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|
2025
Q2 | $9.64M | Buy |
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|
2025
Q1 | $6.89M | Sell |
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|
2024
Q4 | $7.22M | Buy |
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|
2024
Q3 | $6.51M | Buy |
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|
2024
Q2 | $6.16M | Sell |
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|
2024
Q1 | $6.96M | Sell |
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|
2023
Q4 | $7.33M | Sell |
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|
2023
Q3 | $6.68M | Sell |
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|
2023
Q2 | $7.2M | Sell |
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|
2023
Q1 | $6.62M | Buy |
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|
2022
Q4 | $5.89M | Buy |
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|
2022
Q3 | $5.58M | Sell |
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|
2022
Q2 | $6.23M | Sell |
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|
2022
Q1 | $7.75M | Buy |
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|
2021
Q4 | $7.4M | Buy |
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|
2021
Q3 | $6.47M | Buy |
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|
2021
Q2 | $6.02M | Sell |
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|
2021
Q1 | $8.29M | Sell |
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|
2020
Q4 | $8.09M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $8.52M | Sell |
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|
2020
Q1 | $7.61M | Buy |
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|
2019
Q4 | $7.39M | Sell |
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|
2019
Q3 | $6.83M | Buy |
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|
2019
Q2 | $6.47M | Buy |
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|
2019
Q1 | $6.12M | Buy |
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|
2018
Q4 | $5.01M | Sell |
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|
2018
Q3 | $5.97M | Buy |
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|
2018
Q2 | $5.47M | Buy |
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|
2018
Q1 | $4.93M | Buy |
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|
2017
Q4 | $4.51M | Buy |
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