Houlihan Financial Resource 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
Q3 | $13.4M | Sell |
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|
2025
Q2 | $26M | Sell |
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|
2025
Q1 | $23.4M | Sell |
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|
2024
Q4 | $25.3M | Sell |
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|
2024
Q3 | $25.3M | Sell |
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|
2024
Q2 | $24.1M | Buy |
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|
2024
Q1 | $23M | Buy |
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|
2023
Q4 | $20.8M | Buy |
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|
2023
Q3 | $18M | Sell |
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|
2023
Q2 | $581M | Buy |
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|
2023
Q1 | $17.7M | Buy |
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|
2022
Q4 | $16.9M | Sell |
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|
2022
Q3 | $16.4M | Buy |
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|
2020
Q3 | $15.1M | Buy |
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|
2020
Q1 | $11.3M | Buy |
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|
2019
Q4 | $14.1M | Buy |
|