Erickson Financial 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
Q2 | $2.68M | Sell |
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|
2025
Q1 | $2.58M | Sell |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $2.9M | Buy |
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|
2024
Q2 | $2.72M | Sell |
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|
2024
Q1 | $2.62M | Sell |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $2.12M | Buy |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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