High Net Worth Advisory 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
Q2
$6.77M Buy
2025
Q1
$6.04M Sell
2024
Q4
$6.33M Buy
2024
Q3
$6.19M Sell
2024
Q2
$5.94M Buy
2024
Q1
$5.72M Buy
2023
Q4
$2.61M Buy
2023
Q3
$2.33M Sell
2023
Q2
$2.51M Buy
2023
Q1
$2.31M Buy
2022
Q4
$2.12M Buy
2022
Q3
$1.95M Buy
2022
Q2
$2.06M Sell
2022
Q1
$2.48M Buy
2021
Q4
$2.46M Buy