Grey Fox 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
Q3 | $900K | Sell |
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|
2025
Q2 | $896K | Sell |
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|
2025
Q1 | $987K | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $478K | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $499K | Hold |
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|
2022
Q4 | $464K | Buy |
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