Financial Perspectives’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 | $4.41M | Buy |
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|
2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $3.76M | Buy |
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|
2024
Q3 | $3.63M | Buy |
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|
2024
Q2 | $3.44M | Buy |
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|
2024
Q1 | $3.25M | Buy |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.72M | Buy |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $2.29M | Buy |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.79M | Hold |
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|
2021
Q3 | $2.52M | Hold |
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|
2021
Q2 | $2.52M | Sell |
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|
2021
Q1 | $6.03M | Buy |
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|
2020
Q4 | $2.64M | Hold |
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|
2020
Q3 | $2.37M | Hold |
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|
2020
Q2 | $2.18M | Buy |
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|
2020
Q1 | $1.82M | Buy |
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|
2019
Q4 | $444K | Buy |
|