Horizon 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 | $4.08M | Buy |
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|
2025
Q1 | $2.65M | Sell |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $9.54M | Buy |
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|
2024
Q2 | $8.95M | Buy |
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|
2024
Q1 | $7.8M | Buy |
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|
2023
Q4 | $6.63M | Sell |
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|
2023
Q3 | $5.97M | Buy |
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|
2023
Q2 | $5.92M | Buy |
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|
2023
Q1 | $1.73M | Sell |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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