Holistic Financial Partners’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
Q3 | $794K | Sell |
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|
2025
Q2 | $747K | Buy |
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|
2025
Q1 | $675K | Buy |
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|
2024
Q4 | $699K | Buy |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $638K | Sell |
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|
2024
Q1 | $625K | Buy |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $493K | Buy |
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|
2021
Q2 | $488K | Buy |
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|
2021
Q1 | $421K | Hold |
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|
2020
Q4 | $397K | Buy |
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|
2020
Q3 | $355K | Hold |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $545K | Buy |
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|
2019
Q4 | $641K | Buy |
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|
2019
Q3 | $563K | Buy |
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|
2019
Q2 | $322K | Sell |
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|
2019
Q1 | $6.82M | Buy |
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|
2018
Q4 | $461K | Hold |
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|
2018
Q3 | $536K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $486K | Hold |
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|
2017
Q4 | $492K | Buy |
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