HHM Wealth 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 | $485K | Sell |
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|
2025
Q1 | $445K | Buy |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $453K | Buy |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $319K | Hold |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $199K | Buy |
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|
2021
Q1 | $103K | Hold |
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|
2020
Q4 | $98K | Sell |
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|
2020
Q3 | $89K | Hold |
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|
2020
Q2 | $82K | Sell |
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|
2020
Q1 | $101K | Buy |
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