HB 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
Q2 | $250M | Sell |
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|
2025
Q1 | $240M | Buy |
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|
2024
Q4 | $197M | Buy |
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|
2024
Q3 | $190M | Buy |
|
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|
2024
Q2 | $174M | Buy |
|
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|
2024
Q1 | $166M | Buy |
|
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|
2023
Q4 | $149M | Sell |
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|
2023
Q3 | $137M | Buy |
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|
2023
Q2 | $143M | Buy |
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|
2023
Q1 | $131M | Buy |
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|
2022
Q4 | $122M | Buy |
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|
2022
Q3 | $108M | Buy |
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|
2022
Q2 | $110M | Buy |
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|
2022
Q1 | $125M | Buy |
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|
2021
Q4 | $124M | Buy |
|