Great Point Wealth 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
Q1 | $374K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $387K | Hold |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $505K | Hold |
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|
2022
Q2 | $533K | Hold |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $794K | Hold |
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|
2021
Q3 | $718K | Hold |
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|
2021
Q2 | $716K | Buy |
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|
2021
Q1 | $641K | Hold |
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|
2020
Q4 | $604K | Sell |
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|
2020
Q3 | $662K | Hold |
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|
2020
Q2 | $662K | Sell |
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|
2020
Q1 | $559K | Sell |
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|
2019
Q4 | $736K | Sell |
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|
2019
Q3 | $691K | Sell |
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|
2019
Q2 | $725K | Sell |
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|
2019
Q1 | $741K | Sell |
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|
2018
Q4 | $748K | Buy |
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