Fusion Family Wealth’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 | $5.83M | Sell |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $5.74M | Sell |
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|
2024
Q3 | $5.63M | Sell |
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|
2024
Q2 | $5.41M | Buy |
|
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|
2024
Q1 | $5.19M | Sell |
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|
2023
Q4 | $4.76M | Sell |
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|
2023
Q3 | $4.29M | Buy |
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|
2023
Q2 | $4.44M | Sell |
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|
2023
Q1 | $4.11M | Sell |
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|
2022
Q4 | $3.86M | Buy |
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|
2022
Q3 | $3.65M | Sell |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $3.78M | Sell |
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|
2021
Q4 | $4.04M | Sell |
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|
2021
Q3 | $3.65M | Hold |
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|
2021
Q2 | $3.65M | Buy |
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|
2021
Q1 | $2.76M | Buy |
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|
2020
Q4 | $2.29M | Buy |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $424K | Sell |
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|
2019
Q4 | $537K | Hold |
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|
2019
Q3 | $495K | Buy |
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|
2019
Q2 | $457K | Hold |
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|
2019
Q1 | $442K | Sell |
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|
2018
Q4 | $395K | Sell |
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|
2018
Q3 | $570K | Buy |
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|
2018
Q2 | $440K | Sell |
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|
2018
Q1 | $454K | Sell |
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|
2017
Q4 | $481K | Sell |
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|
2017
Q3 | $461K | Sell |
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|
2017
Q2 | $459K | Sell |
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|
2017
Q1 | $493K | Buy |
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|
2016
Q4 | $412K | Buy |
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