Investmark Advisory Group’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 | $4.32M | Sell |
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|
2025
Q2 | $4.05M | Buy |
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|
2025
Q1 | $3.6M | Buy |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $3.42M | Sell |
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|
2024
Q1 | $3.38M | Buy |
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|
2023
Q4 | $3.03M | Buy |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.17M | Buy |
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