Hurlow Wealth Management 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 | $949K | Hold |
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|
2025
Q1 | $860K | Buy |
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|
2024
Q4 | $696K | Sell |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $716K | Buy |
|
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $581K | Sell |
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $203K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $205K | Buy |
|