Fortress 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 | $1.27M | Buy |
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|
2025
Q2 | $997K | Sell |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $968K | Buy |
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|
2024
Q3 | $945K | Buy |
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|
2024
Q2 | $894K | Buy |
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|
2024
Q1 | $857K | Buy |
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|
2023
Q4 | $699K | Buy |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $648K | Buy |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $544K | Sell |
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|
2022
Q1 | $917K | Buy |
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|
2021
Q4 | $706K | Buy |
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