Darwin 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 | $520K | Buy |
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|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $666K | Hold |
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|
2024
Q4 | $666K | Buy |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | $589K | Buy |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $491K | Sell |
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|
2022
Q4 | $705K | Sell |
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|
2022
Q3 | $657K | Sell |
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|
2022
Q2 | $740K | Sell |
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|
2022
Q1 | $822K | Buy |
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|
2021
Q4 | $801K | Sell |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $954K | Sell |
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|
2021
Q1 | $884K | Buy |
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|
2020
Q4 | $650K | Sell |
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|
2020
Q3 | $867K | Sell |
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|
2020
Q2 | $894K | Sell |
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|
2020
Q1 | $841K | Buy |
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|
2019
Q4 | $727K | Buy |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $567K | Sell |
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|
2019
Q1 | $608K | Sell |
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|
2018
Q4 | $614K | Sell |
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|
2018
Q3 | $849K | Sell |
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|
2018
Q2 | $982K | Sell |
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|
2018
Q1 | $2.8M | Buy |
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|
2017
Q4 | $385K | Buy |
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|
2017
Q3 | $271K | Sell |
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|
2017
Q2 | $272K | Sell |
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|
2017
Q1 | $317K | Buy |
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|
2016
Q4 | $205K | Buy |
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