Geometric 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
Q2 | $2.71M | Sell |
|
|||||
|
2025
Q1 | $2.99M | Sell |
|
|||||
|
2024
Q4 | $3.18M | Buy |
|
|||||
|
2024
Q3 | $3.04M | Sell |
|
|||||
|
2024
Q2 | $2.92M | Buy |
|
|||||
|
2024
Q1 | $2.52M | Hold |
|
|||||
|
2023
Q4 | $2.29M | Sell |
|
|||||
|
2023
Q3 | $2.1M | Buy |
|
|||||
|
2023
Q2 | $2.2M | Buy |
|
|||||
|
2023
Q1 | $1.94M | Buy |
|
|||||
|
2022
Q4 | $1.8M | Buy |
|
|||||
|
2022
Q3 | $976K | Hold |
|
|||||
|
2022
Q2 | $1.03M | Buy |
|
|||||
|
2022
Q1 | $1.21M | Buy |
|
|||||
|
2021
Q4 | $773K | Buy |
|