Finer Wealth Management’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 | $796K | Buy |
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|
2025
Q1 | $720K | Sell |
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|
2024
Q4 | $823K | Sell |
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|
2024
Q3 | $809K | Sell |
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|
2024
Q2 | $816K | Buy |
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|
2024
Q1 | $780K | Buy |
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|
2023
Q4 | $704K | Buy |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $626K | Sell |
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|
2023
Q1 | $586K | Buy |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $742K | Buy |
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|
2021
Q4 | $767K | Buy |
|