Element Wealth’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
$4.32M Sell
2025
Q2
$5.18M Sell
2025
Q1
$4.74M Sell
2024
Q4
$5.02M Sell
2024
Q3
$7.12M Sell
2024
Q2
$6.95M Buy
2024
Q1
$6.56M Sell
2023
Q4
$6.11M Sell
2023
Q3
$5.68M Sell
2023
Q2
$5.94M Sell
2023
Q1
$5.67M Sell
2022
Q4
$5.35M Sell
2022
Q3
$5.04M Buy
2022
Q2
$5.29M Sell
2022
Q1
$6.39M Sell
2021
Q4
$6.97M Buy
2021
Q3
$3.1M Buy
2021
Q2
$3.06M Sell
2021
Q1
$2.87M Sell
2020
Q4
$2.97M Sell
2020
Q3
$2.74M Buy
2020
Q2
$2.43M Buy
2020
Q1
$2.01M Sell
2019
Q4
$3.08M Buy