Elmwood 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 | $693K | Sell |
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|
2025
Q2 | $649K | Buy |
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|
2025
Q1 | $570K | Hold |
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|
2024
Q4 | $597K | Sell |
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|
2024
Q3 | $785K | Buy |
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|
2024
Q2 | $555K | Sell |
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|
2024
Q1 | $541K | Hold |
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|
2023
Q4 | $492K | Hold |
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|
2023
Q3 | $442K | Hold |
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|
2023
Q2 | $459K | Hold |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q3 | $211K | Hold |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $290K | Buy |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $280K | Sell |
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|
2019
Q2 | $330K | Buy |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $283K | Buy |
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|
2018
Q3 | $314K | Buy |
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|
2018
Q2 | $292K | Sell |
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|
2018
Q1 | $290K | Buy |
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