Intergy Private Wealth’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 | $1.12M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $990K | Buy |
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|
2024
Q4 | $987K | Sell |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $936K | Sell |
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|
2024
Q1 | $902K | Hold |
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|
2023
Q4 | $820K | Sell |
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|
2023
Q3 | $745K | Sell |
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|
2023
Q2 | $775K | Buy |
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|
2023
Q1 | $714K | Sell |
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|
2022
Q4 | $784K | Buy |
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|
2022
Q3 | $694K | Buy |
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|
2022
Q2 | $731K | Buy |
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|
2022
Q1 | $873K | Sell |
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|
2021
Q4 | $2.25M | Buy |
|