Financial Life 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 | $576K | Sell |
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|
2025
Q2 | $542K | Sell |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $418K | Hold |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $266K | Sell |
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|
2018
Q4 | $246K | Sell |
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|
2018
Q3 | $289K | Buy |
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|
2018
Q2 | $259K | Hold |
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|
2018
Q1 | $246K | Buy |
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|
2017
Q4 | $232K | Buy |
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