Forbes Financial Planning’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 | $2.18M | Hold |
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|
2025
Q2 | $2.02M | Sell |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $3.85M | Sell |
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|
2024
Q2 | $3.81M | Sell |
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|
2024
Q1 | $3.71M | Buy |
|
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|
2023
Q4 | $3.28M | Buy |
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|
2023
Q3 | $2.87M | Sell |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.38M | Hold |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $3.02M | Sell |
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|
2021
Q4 | $3.2M | Buy |
|