GoalVest Advisory’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 | $2.25M | Buy |
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|
2025
Q2 | $834K | Hold |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $802K | Sell |
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|
2024
Q3 | $853K | Sell |
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|
2024
Q2 | $831K | Sell |
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|
2024
Q1 | $809K | Sell |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $232K | Buy |
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|
2021
Q2 | $9K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $110K | Buy |
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