HFR Wealth Management’s State Street 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
Q4
$205K Buy
2023
Q1
Sell
2022
Q4
$388K Hold
2022
Q3
$362K Hold
2022
Q2
$383K Hold
2022
Q1
$458K Hold
2021
Q4
$482K Buy
2021
Q3
$259K Buy