Fermata 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $722K | Sell |
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|
2025
Q2 | $752K | Sell |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $798K | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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