Herold 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 | $397K | Sell |
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|
2025
Q2 | $644K | Buy |
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|
2025
Q1 | $501K | Buy |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $498K | Buy |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $114K | Buy |
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