Golden State Wealth Management’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 | $53.4M | Buy |
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|
2025
Q2 | $48.5M | Buy |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $11.4M | Buy |
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|
2022
Q1 | $15.1M | Buy |
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|
2021
Q4 | $13.4M | Buy |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $10M | Buy |
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|
2021
Q1 | $8.44M | Sell |
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|
2020
Q4 | $10.1M | Sell |
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|
2020
Q3 | $13.9M | Sell |
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|
2020
Q2 | $12M | Buy |
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|
2020
Q1 | $5.04M | Sell |
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|
2019
Q4 | $20.8M | Buy |
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|
2019
Q3 | $8.77M | Sell |
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|
2019
Q2 | $8.84M | Sell |
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|
2019
Q1 | $9.7M | Buy |
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