Daymark Wealth 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
$25.9M Buy
2025
Q2
$21.7M Sell
2025
Q1
$19.7M Sell
2024
Q4
$21.4M Buy
2024
Q3
$20.5M Sell
2024
Q2
$20M Buy
2024
Q1
$7.54M Buy
2023
Q4
$6.84M Buy
2023
Q3
$5.29M Buy
2023
Q2
$4.71M Buy
2023
Q1
$1.1M Buy
2022
Q4
$781K Buy