Dynasty 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 | $69.1M | Sell |
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|
2025
Q2 | $66.8M | Sell |
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|
2025
Q1 | $72.5M | Buy |
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|
2024
Q4 | $69.9M | Sell |
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|
2024
Q3 | $116M | Buy |
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|
2024
Q2 | $68M | Buy |
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|
2024
Q1 | $62.2M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.96M | Buy |
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|
2018
Q2 | $3.41M | Sell |
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|
2018
Q1 | $3.49M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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