Hemington 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
$604K Hold
2025
Q1
$547K Sell
2024
Q4
$582K Buy
2024
Q3
$556K Buy
2024
Q2
$461K Sell
2024
Q1
$448K Sell
2023
Q4
$1.4M Sell
2023
Q3
$1.52M Sell
2023
Q2
$1.58M Buy
2023
Q1
$1.38M Sell
2022
Q4
$1.3M Hold
2022
Q3
$1.21M Sell
2022
Q2
$1.28M Sell
2022
Q1
$2.22M Sell
2021
Q4
$1.86M Buy
2021
Q3
$2.12M Sell
2021
Q2
$2.12M Buy
2021
Q1
$1.95M Sell
2020
Q4
$1.86M Buy