Gradient Capital 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 | $642K | Hold |
|
|||||
|
2025
Q2 | $596K | Sell |
|
|||||
|
2025
Q1 | $546K | Sell |
|
|||||
|
2024
Q4 | $664K | Sell |
|
|||||
|
2024
Q3 | $663K | Sell |
|
|||||
|
2024
Q2 | $641K | Sell |
|
|||||
|
2024
Q1 | $669K | Buy |
|
|||||
|
2023
Q4 | $597K | Sell |
|
|||||
|
2023
Q3 | $551K | Hold |
|
|||||
|
2023
Q2 | $571K | Sell |
|
|||||
|
2023
Q1 | $556K | Hold |
|
|||||
|
2022
Q4 | $519K | Sell |
|
|||||
|
2022
Q3 | $504K | Buy |
|
|||||
|
2022
Q2 | $530K | Buy |
|
|||||
|
2022
Q1 | $601K | Buy |
|
|||||
|
2021
Q4 | $616K | Sell |
|
|||||
|
2021
Q3 | $641K | Buy |
|
|||||
|
2021
Q2 | $574K | Sell |
|
|||||
|
2021
Q1 | $547K | Sell |
|
|||||
|
2020
Q4 | $675K | Buy |
|
|||||
|
2020
Q3 | $460K | Sell |
|
|||||
|
2020
Q2 | $1.29M | Buy |
|
|||||
|
2020
Q1 | $1.04M | Buy |
|
|||||
|
2019
Q4 | $412K | Sell |
|
|||||
|
2019
Q3 | $452K | Buy |
|