FSC Wealth Advisors’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 | $18.8M | Buy |
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|
2025
Q2 | $17M | Buy |
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|
2025
Q1 | $13.4M | Sell |
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|
2024
Q4 | $18M | Buy |
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|
2024
Q3 | $17M | Buy |
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|
2024
Q2 | $15.7M | Buy |
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|
2024
Q1 | $14.8M | Sell |
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|
2023
Q4 | $13.6M | Buy |
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|
2023
Q3 | $6.64M | Sell |
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|
2023
Q2 | $9.97M | Buy |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $14.1M | Sell |
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|
2021
Q4 | $25.5M | Buy |
|