Fiduciary 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 | $6.33M | Hold |
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|
2025
Q2 | $5.87M | Sell |
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|
2025
Q1 | $5.45M | Sell |
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|
2024
Q4 | $6.22M | Sell |
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|
2024
Q3 | $6.81M | Buy |
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|
2024
Q2 | $6.35M | Buy |
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|
2024
Q1 | $6.06M | Buy |
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|
2023
Q4 | $5.24M | Buy |
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|
2023
Q3 | $423K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $269K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.09M | Buy |
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