First Trust Direct Indexing’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
2024
Q4
Sell
2024
Q3
$952K Buy
2024
Q2
$803K Buy
2024
Q1
$748K Buy
2023
Q4
$567K Buy
2023
Q3
$212K Buy
2023
Q2
$220K Buy
2023
Q1
$202K Sell
2022
Q4
$415K Buy