Edge 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 | $4.46M | Sell |
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|
2025
Q2 | $4.27M | Buy |
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|
2025
Q1 | $3.77M | Sell |
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|
2024
Q4 | $3.98M | Buy |
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|
2024
Q3 | $3.8M | Sell |
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|
2024
Q2 | $3.64M | Sell |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $2.76M | Sell |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.78M | Buy |
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|
2022
Q2 | $2.68M | Buy |
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|
2022
Q1 | $2.88M | Buy |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $2.21M | Buy |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $997K | Buy |
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|
2019
Q1 | $845K | Sell |
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|
2018
Q4 | $895K | Buy |
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|
2018
Q3 | $977K | Buy |
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|
2018
Q2 | $905K | Sell |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $639K | Buy |
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|
2017
Q3 | $584K | Buy |
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|
2017
Q2 | $383K | Buy |
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|
2017
Q1 | $373K | Sell |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $1.25M | Buy |
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|
2016
Q2 | $224K | Buy |
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|
2016
Q1 | $160K | Buy |
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|
2015
Q4 | $149K | Sell |
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|
2015
Q3 | $158K | Buy |
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|
2015
Q2 | $121K | Hold |
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|
2015
Q1 | $121K | Sell |
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|
2014
Q4 | $124K | Buy |
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|
2014
Q3 | $52K | Sell |
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|
2014
Q2 | $80K | Buy |
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|
2014
Q1 | $76K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $102K | Buy |
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|
2013
Q2 | $98K | Buy |
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