Forum Private Client Group’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 | $452K | Hold |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $457K | Buy |
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|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $375K | Buy |
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|
2022
Q1 | $202K | Buy |
|