Goepper Burkhardt’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 | $784K | Hold |
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|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $649K | Hold |
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|
2024
Q2 | $616K | Hold |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $536K | Sell |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $646K | Hold |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $821K | Buy |
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|
2021
Q4 | $601K | Buy |
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|
2021
Q3 | $528K | Hold |
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|
2021
Q2 | $527K | Hold |
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|
2021
Q1 | $487K | Hold |
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|
2020
Q4 | $460K | Buy |
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