Fulcrum Capital’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
Q2 | $575K | Sell |
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|
2025
Q1 | $535K | Buy |
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|
2024
Q4 | $545K | Hold |
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|
2024
Q3 | $534K | Hold |
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|
2024
Q2 | $506K | Hold |
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|
2024
Q1 | $486K | Hold |
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|
2023
Q4 | $442K | Hold |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $332K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $457K | Sell |
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|
2021
Q2 | $634K | Hold |
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|
2021
Q1 | $587K | Sell |
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|
2020
Q4 | $611K | Hold |
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|
2020
Q3 | $547K | Sell |
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|
2020
Q2 | $609K | Hold |
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|
2020
Q1 | $509K | Sell |
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|
2019
Q4 | $655K | Sell |
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|
2019
Q3 | $2.21M | Sell |
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|
2019
Q2 | $2.19M | Buy |
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|
2019
Q1 | $969K | Sell |
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|
2018
Q4 | $1.17M | Sell |
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|
2018
Q3 | $1.41M | Buy |
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|
2018
Q2 | $1.2M | Sell |
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|
2018
Q1 | $1.18M | Sell |
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|
2017
Q4 | $1.49M | Buy |
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