Helen Stephens Group’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 | $9.31M | Buy |
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|
2025
Q2 | $8.46M | Buy |
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|
2025
Q1 | $7.46M | Buy |
|
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|
2024
Q4 | $6.17M | Buy |
|
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|
2024
Q3 | $5.89M | Buy |
|
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|
2024
Q2 | $5.1M | Buy |
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|
2024
Q1 | $4.71M | Sell |
|
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|
2023
Q4 | $4.39M | Sell |
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|
2023
Q3 | $4M | Buy |
|
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|
2023
Q2 | $4.15M | Sell |
|
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|
2023
Q1 | $4.03M | Buy |
|
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|
2022
Q4 | $3.52M | Sell |
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|
2022
Q3 | $3.35M | Buy |
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|
2022
Q2 | $3.54M | Buy |
|
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|
2022
Q1 | $4.23M | Sell |
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|
2021
Q4 | $4.46M | Buy |
|