Hohimer Wealth Management’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 | $6.24M | Buy |
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|
2025
Q1 | $5.65M | Sell |
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|
2024
Q4 | $5.93M | Buy |
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|
2024
Q3 | $5.64M | Buy |
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|
2024
Q2 | $5.28M | Buy |
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|
2024
Q1 | $4.9M | Buy |
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|
2023
Q4 | $3.92M | Sell |
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|
2023
Q3 | $4.11M | Sell |
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|
2023
Q2 | $5.18M | Sell |
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|
2023
Q1 | $5.27M | Sell |
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|
2022
Q4 | $5.19M | Sell |
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|
2022
Q3 | $4.96M | Buy |
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|
2022
Q2 | $5.05M | Sell |
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|
2022
Q1 | $6.67M | Buy |
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|
2021
Q4 | $6.61M | Buy |
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|
2021
Q3 | $5.92M | Sell |
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|
2021
Q2 | $5.91M | Sell |
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|
2021
Q1 | $5.49M | Sell |
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|
2020
Q4 | $5.26M | Buy |
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|
2020
Q3 | $4.76M | Sell |
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|
2020
Q2 | $4.46M | Sell |
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|
2020
Q1 | $4.45M | Buy |
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|
2019
Q4 | $4.67M | Buy |
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