Epic Trust Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $9.47M | Buy |
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|
2023
Q4 | $8.37M | Buy |
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|
2023
Q3 | $6.92M | Sell |
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|
2023
Q2 | $7.76M | Sell |
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|
2023
Q1 | $7.72M | Buy |
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|
2022
Q4 | $6.52M | Sell |
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|
2022
Q3 | $7.13M | Buy |
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|
2022
Q2 | $6.53M | Sell |
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|
2022
Q1 | $9.09M | Sell |
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|
2021
Q4 | $10.1M | Buy |
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