Geneos 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
Q2 | $83.6M | Sell |
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|
2025
Q1 | $154M | Buy |
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|
2024
Q4 | $93.3M | Sell |
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|
2024
Q3 | $92.1M | Sell |
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|
2024
Q2 | $87.6M | Buy |
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|
2024
Q1 | $55.8M | Sell |
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|
2023
Q4 | $55.7M | Sell |
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|
2023
Q3 | $53.6M | Sell |
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|
2023
Q2 | $58M | Buy |
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|
2023
Q1 | $44.4M | Buy |
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|
2022
Q4 | $33.2M | Sell |
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|
2022
Q3 | $36.5M | Sell |
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|
2022
Q2 | $49.7M | Buy |
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|
2022
Q1 | $45.8M | Sell |
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|
2021
Q4 | $65M | Buy |
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|
2021
Q3 | $43.5M | Buy |
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|
2021
Q2 | $40M | Sell |
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|
2021
Q1 | $50.7M | Sell |
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|
2020
Q4 | $44.6M | Buy |
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|
2020
Q3 | $34.5M | Buy |
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|
2020
Q2 | $29.7M | Buy |
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|
2020
Q1 | $23.2M | Sell |
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|
2019
Q4 | $37.1M | Sell |
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|
2019
Q3 | $34.7M | Buy |
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|
2019
Q2 | $32.5M | Sell |
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|
2019
Q1 | $35.8M | Sell |
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|
2018
Q4 | $41.1M | Buy |
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|
2018
Q3 | $42.2M | Buy |
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|
2018
Q2 | $26.7M | Buy |
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|
2018
Q1 | $16.8M | Buy |
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|
2017
Q4 | $15.6M | Buy |
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|
2017
Q3 | $13.5M | Buy |
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|
2017
Q2 | $11.9M | Buy |
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|
2017
Q1 | $8.8M | Buy |
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|
2016
Q4 | $7.63M | Buy |
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|
2016
Q3 | $6.36M | Sell |
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|
2016
Q2 | $6.22M | Sell |
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|
2016
Q1 | $7.3M | Buy |
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