Forza 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 | $4.15M | Buy |
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|
2025
Q2 | $3.81M | Hold |
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|
2025
Q1 | $3.45M | Hold |
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|
2024
Q4 | $3.61M | Hold |
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|
2024
Q3 | $3.54M | Buy |
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|
2024
Q2 | $3.13M | Hold |
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|
2024
Q1 | $3.01M | Hold |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $2.72M | Hold |
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|
2023
Q2 | $2.82M | Hold |
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|
2023
Q1 | $2.6M | Buy |
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|
2022
Q4 | $2.38M | Buy |
|