Glass Jacobson 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 | $360K | Buy |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $837K | Hold |
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|
2024
Q4 | $837K | Buy |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $397K | Buy |
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|
2022
Q4 | $307K | Buy |
|