IHT 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 | $51.7M | Sell |
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|
2025
Q1 | $48.1M | Sell |
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|
2024
Q4 | $54.2M | Sell |
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|
2024
Q3 | $58.7M | Buy |
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|
2024
Q2 | $44.9M | Buy |
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|
2024
Q1 | $42.7M | Sell |
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|
2023
Q4 | $39.2M | Sell |
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|
2023
Q3 | $41M | Sell |
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|
2023
Q2 | $47.6M | Sell |
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|
2023
Q1 | $45.3M | Buy |
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|
2022
Q4 | $41.8M | Sell |
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|
2022
Q3 | $39.6M | Buy |
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|
2022
Q2 | $35.7M | Sell |
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|
2022
Q1 | $47M | Sell |
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|
2021
Q4 | $51.6M | Sell |
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|
2021
Q3 | $47.4M | Sell |
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|
2021
Q2 | $48.3M | Buy |
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|
2021
Q1 | $36.9M | Sell |
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|
2020
Q4 | $45.7M | Buy |
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|
2020
Q3 | $39.1M | Buy |
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|
2020
Q2 | $25.6M | Buy |
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|
2020
Q1 | $15.5M | Buy |
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|
2019
Q4 | $14.7M | Buy |
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|
2019
Q3 | $8.29M | Buy |
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|
2019
Q2 | $8M | Sell |
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|
2019
Q1 | $12.6M | Buy |
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|
2018
Q4 | $6.97M | Buy |
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|
2018
Q3 | $6.15M | Buy |
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|
2018
Q2 | $5.21M | Buy |
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|
2018
Q1 | $4.7M | Buy |
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|
2017
Q4 | $4.72M | Buy |
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|
2017
Q3 | $3.47M | Buy |
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|
2017
Q2 | $21 | Buy |
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|
2017
Q1 | $2.43M | Buy |
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|
2016
Q4 | $1.52M | Buy |
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