DBK Financial Counsel’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 | $7.98M | Sell |
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|
2025
Q2 | $7.44M | Sell |
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|
2025
Q1 | $6.83M | Sell |
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|
2024
Q4 | $7.23M | Hold |
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|
2024
Q3 | $7.08M | Hold |
|
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|
2024
Q2 | $6.71M | Sell |
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|
2024
Q1 | $6.48M | Sell |
|
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|
2023
Q4 | $6.04M | Sell |
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|
2023
Q3 | $5.52M | Sell |
|
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|
2023
Q2 | $5.73M | Sell |
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|
2023
Q1 | $5.31M | Buy |
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|
2022
Q4 | $4.78M | Sell |
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|
2022
Q3 | $4.47M | Sell |
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|
2022
Q2 | $4.73M | Buy |
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|
2022
Q1 | $5.14M | Sell |
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|
2021
Q4 | $5.47M | Buy |
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