Doliver Advisors’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 | – | Sell |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $708K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $533K | Buy |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $610K | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $850K | Buy |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $361K | Buy |
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|
2019
Q4 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $980K | Buy |
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|
2018
Q2 | $904K | Buy |
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|
2018
Q1 | $861K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $754K | Buy |
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