Intelligent Financial Strategies’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 | $740K | Hold |
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|
2025
Q1 | $670K | Hold |
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|
2024
Q4 | $702K | Hold |
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|
2024
Q3 | $687K | Hold |
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|
2024
Q2 | $652K | Hold |
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|
2024
Q1 | $626K | Hold |
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|
2023
Q4 | $570K | Hold |
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|
2023
Q3 | $512K | Hold |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $491K | Hold |
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|
2022
Q4 | $459K | Hold |
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|
2022
Q3 | $426K | Hold |
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|
2022
Q2 | $450K | Hold |
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|
2022
Q1 | $539K | Hold |
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|
2021
Q4 | $567K | Buy |
|