ForthRight 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 | $5.66M | Hold |
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|
2025
Q2 | $5.25M | Buy |
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|
2025
Q1 | $4.72M | Sell |
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|
2024
Q4 | $4.98M | Sell |
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|
2024
Q3 | $4.93M | Buy |
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|
2024
Q2 | $4.21M | Sell |
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|
2024
Q1 | $4.06M | Sell |
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|
2023
Q4 | $3.7M | Buy |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $2.98M | Buy |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $488K | Hold |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | $643K | Hold |
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|
2021
Q3 | $581K | Hold |
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|
2021
Q2 | $580K | Hold |
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|
2021
Q1 | $537K | Hold |
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|
2020
Q4 | $506K | Buy |
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