Golden State Equity Partners’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 | $795K | Buy |
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|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $810K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $644K | Buy |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $1.71M | Buy |
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