HC 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
Q2 | $497K | Hold |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $462K | Hold |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.29M | Hold |
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|
2022
Q1 | $1.54M | Hold |
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|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.08M | Buy |
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