Doheny Asset 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
Q2 | $1.24M | Hold |
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|
2025
Q1 | $1.12M | Hold |
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|
2024
Q4 | $1.17M | Hold |
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|
2024
Q3 | $1.15M | Hold |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $973K | Buy |
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|
2023
Q4 | $713K | Hold |
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|
2023
Q3 | $641K | Hold |
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|
2023
Q2 | $665K | Hold |
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|
2023
Q1 | $614K | Hold |
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|
2022
Q4 | $574K | Hold |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q1 | $700K | Hold |
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|
2021
Q4 | $736K | Hold |
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|
2021
Q3 | $665K | Sell |
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|
2021
Q2 | $670K | Sell |
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|
2021
Q1 | $630K | Hold |
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|
2020
Q4 | $594K | Hold |
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|
2020
Q3 | $532K | Hold |
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|
2020
Q2 | $490K | Buy |
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|
2020
Q1 | $415K | Hold |
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|
2019
Q4 | $415K | Buy |
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|
2019
Q3 | $289K | Buy |
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