Financial Strategies Group’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 | $351K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $320K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | $203K | Buy |
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