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