Falcon Wealth Planning’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 | $2.41M | Buy |
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|
2025
Q2 | $2.16M | Sell |
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|
2025
Q1 | $1.99M | Buy |
|
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|
2024
Q4 | $1.94M | Sell |
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|
2024
Q3 | $2.15M | Sell |
|
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|
2024
Q2 | $2.07M | Buy |
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|
2024
Q1 | $1.95M | Buy |
|
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $1.3M | Buy |
|
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q4 | $549K | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $632K | Hold |
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|
2021
Q3 | $571K | Buy |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $487K | Buy |
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|
2020
Q4 | $433K | Buy |
|