IMPACTfolio’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 | $783K | Hold |
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|
2025
Q2 | $726K | Hold |
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|
2025
Q1 | $657K | Hold |
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|
2024
Q4 | $689K | Hold |
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|
2024
Q3 | $674K | Buy |
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|
2024
Q2 | $633K | Hold |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q4 | $532K | Hold |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $283K | Buy |
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