Defined 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 | $6.32M | Sell |
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|
2025
Q2 | $5.93M | Sell |
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|
2025
Q1 | $5.43M | Sell |
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|
2024
Q4 | $5.71M | Sell |
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|
2024
Q3 | $5.62M | Sell |
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|
2024
Q2 | $5.34M | Sell |
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|
2024
Q1 | $5.13M | Sell |
|
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|
2023
Q4 | $4.67M | Sell |
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|
2023
Q3 | $4.21M | Buy |
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|
2023
Q2 | $4.35M | Buy |
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|
2023
Q1 | $3.94M | Sell |
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|
2022
Q4 | $3.83M | Sell |
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|
2022
Q3 | $4.15M | Buy |
|
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $5.29M | Sell |
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|
2021
Q4 | $6.75M | Buy |
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|
2021
Q3 | $5.78M | Buy |
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|
2021
Q2 | $5.68M | Buy |
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|
2021
Q1 | $5.22M | Sell |
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|
2020
Q4 | $5.1M | Buy |
|