Ellenbecker Investment Group’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 | $6.98M | Buy |
|
|||||
|
2025
Q2 | $6.44M | Sell |
|
|||||
|
2025
Q1 | $6.56M | Sell |
|
|||||
|
2024
Q4 | $8.79M | Sell |
|
|||||
|
2024
Q3 | $10.2M | Buy |
|
|||||
|
2024
Q2 | $9.41M | Buy |
|
|||||
|
2024
Q1 | $8.76M | Buy |
|
|||||
|
2023
Q4 | $7.95M | Sell |
|
|||||
|
2023
Q3 | $7.25M | Sell |
|
|||||
|
2023
Q2 | $7.69M | Buy |
|
|||||
|
2023
Q1 | $7.05M | Sell |
|
|||||
|
2022
Q4 | $6.77M | Buy |
|
|||||
|
2022
Q3 | $5.5M | Sell |
|
|||||
|
2022
Q2 | $6M | Buy |
|
|||||
|
2022
Q1 | $6.43M | Buy |
|
|||||
|
2021
Q4 | $6.11M | Buy |
|
|||||
|
2021
Q3 | $4.95M | Sell |
|
|||||
|
2021
Q2 | $5.08M | Buy |
|
|||||
|
2021
Q1 | $3.93M | Buy |
|
|||||
|
2020
Q4 | $3.04M | Buy |
|
|||||
|
2020
Q3 | $2.5M | Buy |
|
|||||
|
2020
Q2 | $1.45M | Buy |
|
|||||
|
2020
Q1 | $714K | Buy |
|
|||||
|
2019
Q4 | $540K | Sell |
|
|||||
|
2019
Q3 | $507K | Buy |
|
|||||
|
2019
Q2 | $499K | Buy |
|
|||||
|
2019
Q1 | $479K | Sell |
|
|||||
|
2018
Q4 | $470K | Buy |
|
|||||
|
2018
Q3 | $493K | Sell |
|
|||||
|
2018
Q2 | $682K | Sell |
|
|||||
|
2018
Q1 | $676K | Buy |
|
|||||
|
2017
Q4 | $677K | Buy |
|