Focused 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
Q3 | $2.4M | Buy |
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|
2025
Q2 | $711K | Buy |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $506K | Buy |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | $121K | Buy |
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|
2023
Q2 | $113K | Hold |
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|
2023
Q1 | $104K | Buy |
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|
2022
Q4 | $74.2K | Buy |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $54K | Buy |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $73K | Buy |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $108K | Buy |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $98K | Buy |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $12K | Sell |
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|
2017
Q3 | $70K | Buy |
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|
2017
Q2 | $39K | Hold |
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|
2017
Q1 | $38K | Sell |
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|
2016
Q4 | $131K | Buy |
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|
2016
Q3 | $38K | Sell |
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|
2016
Q2 | $334K | Buy |
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|
2016
Q1 | $36K | Sell |
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|
2015
Q4 | $111K | Buy |
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|
2015
Q3 | $102K | Buy |
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|
2015
Q2 | $103K | Buy |
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|
2015
Q1 | $58K | Buy |
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|
2014
Q4 | $13K | Hold |
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|
2014
Q3 | $12K | Hold |
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|
2014
Q2 | $12K | Hold |
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|
2014
Q1 | $12K | Hold |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $11K | Buy |
|