GHP Investment 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 | $926K | Sell |
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|
2025
Q2 | $925K | Sell |
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $899K | Buy |
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|
2024
Q3 | $867K | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $907K | Buy |
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|
2023
Q4 | $799K | Buy |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $505K | Buy |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $313K | Sell |
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|
2020
Q3 | $319K | Buy |
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|
2020
Q2 | $293K | Sell |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $307K | Buy |
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