Institute for 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
Q3 | $7.29M | Buy |
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|
2025
Q2 | $5.75M | Buy |
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|
2025
Q1 | $5.13M | Sell |
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|
2024
Q4 | $9.79M | Buy |
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|
2024
Q3 | $5.45M | Sell |
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|
2024
Q2 | $5.18M | Sell |
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|
2024
Q1 | $67.1M | Buy |
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|
2023
Q4 | $8.45M | Sell |
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|
2023
Q3 | $8.6M | Buy |
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|
2023
Q2 | $7.67M | Sell |
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|
2023
Q1 | $7.41M | Sell |
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|
2022
Q4 | $7.36M | Buy |
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|
2022
Q3 | $6.65M | Buy |
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|
2022
Q2 | $6.98M | Buy |
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|
2022
Q1 | $6.11M | Buy |
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|
2021
Q4 | $5.04M | Sell |
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|
2021
Q3 | $5.08M | Sell |
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|
2021
Q2 | $6.36M | Sell |
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|
2021
Q1 | $6.02M | Sell |
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|
2020
Q4 | $6.27M | Sell |
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|
2020
Q3 | $8.34M | Buy |
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|
2020
Q2 | $6.61M | Buy |
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|
2020
Q1 | $4.2M | Buy |
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|
2019
Q4 | $4.79M | Sell |
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|
2019
Q3 | $4.75M | Buy |
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|
2019
Q2 | $2.86M | Sell |
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|
2019
Q1 | $5.94M | Buy |
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|
2018
Q4 | $5M | Buy |
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|
2018
Q3 | $4.37M | Sell |
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|
2018
Q2 | $6.35M | Buy |
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|
2018
Q1 | $5.08M | Sell |
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|
2017
Q4 | $11.4M | Buy |
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|
2017
Q3 | $4.23M | Sell |
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|
2017
Q2 | $4.8M | Buy |
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|
2015
Q4 | $13.9M | Buy |
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|
2015
Q3 | $4.18M | Sell |
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|
2015
Q2 | $13.3M | Sell |
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|
2015
Q1 | $27.6M | Sell |
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|
2014
Q4 | $28.2M | Buy |
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|
2014
Q3 | $24.2M | Sell |
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|
2014
Q2 | $27.7M | Buy |
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|
2014
Q1 | $26M | Sell |
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|
2013
Q4 | $29.9M | Buy |
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|
2013
Q3 | $17.3M | Buy |
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|
2013
Q2 | $158K | Buy |
|