Dakota Wealth 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 | $66.2M | Buy |
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|
2025
Q2 | $49.9M | Buy |
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|
2025
Q1 | $42.2M | Buy |
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|
2024
Q4 | $43.2M | Buy |
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|
2024
Q3 | $37.8M | Buy |
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|
2024
Q2 | $28.3M | Buy |
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|
2024
Q1 | $15.7M | Buy |
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|
2023
Q4 | $9.1M | Buy |
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|
2023
Q3 | $7.95M | Sell |
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|
2023
Q2 | $9.97M | Buy |
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|
2023
Q1 | $7.4M | Buy |
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|
2022
Q4 | $6.49M | Buy |
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|
2022
Q3 | $4.49M | Buy |
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|
2022
Q2 | $4.53M | Sell |
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|
2022
Q1 | $6.02M | Buy |
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|
2021
Q4 | $5.43M | Buy |
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|
2021
Q3 | $4.48M | Sell |
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|
2021
Q2 | $4.68M | Sell |
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|
2021
Q1 | $4.36M | Sell |
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|
2020
Q4 | $7.93M | Buy |
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|
2020
Q3 | $7.04M | Buy |
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|
2020
Q2 | $6.46M | Buy |
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|
2020
Q1 | $5.39M | Buy |
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|
2019
Q4 | $6.7M | Sell |
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|
2019
Q3 | $6.18M | Buy |
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|
2019
Q2 | $5.95M | Sell |
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|
2019
Q1 | $6.07M | Sell |
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|
2018
Q4 | $6.79M | Sell |
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|
2018
Q3 | $7.02M | Sell |
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|
2018
Q2 | $6.89M | Buy |
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|
2018
Q1 | $4.22M | Buy |
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|
2017
Q4 | $4.08M | Buy |
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|
2017
Q3 | $3.54M | Sell |
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|
2017
Q2 | $3.48M | Sell |
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|
2017
Q1 | $3.45M | Sell |
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|
2016
Q4 | $3.29M | Sell |
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|
2016
Q3 | $3.36M | Sell |
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|
2016
Q2 | $3.46M | Buy |
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|
2016
Q1 | $3.25M | Sell |
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|
2015
Q4 | $3.33M | Sell |
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|
2015
Q3 | $3.14M | Buy |
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|
2015
Q2 | $3.29M | Sell |
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|
2015
Q1 | $3.46M | Sell |
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|
2014
Q4 | $3.59M | Buy |
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