FSB Premier 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 | $1.05M | Sell |
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|
2025
Q2 | $976K | Sell |
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|
2025
Q1 | $915K | Sell |
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|
2024
Q4 | $967K | Buy |
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|
2024
Q3 | $775K | Sell |
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|
2024
Q2 | $982K | Buy |
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|
2024
Q1 | $918K | Buy |
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|
2023
Q4 | $790K | Sell |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $743K | Hold |
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|
2023
Q1 | $686K | Hold |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $634K | Buy |
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|
2022
Q2 | $668K | Hold |
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|
2022
Q1 | $758K | Buy |
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|
2021
Q4 | $13K | Buy |
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