Investment 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
Q2
$1.56M Hold
2025
Q1
$1.41M Buy
2024
Q4
$1.48M Buy
2024
Q3
$1.44M Buy
2024
Q2
$811K Buy
2024
Q1
$776K Buy
2023
Q4
$660K Buy
2023
Q3
$484K Buy
2023
Q2
$501K Buy
2023
Q1
$317K Sell
2022
Q4
$487K Buy
2022
Q3
$432K Buy
2022
Q2
$457K Sell
2022
Q1
$557K Buy
2021
Q4
$526K Buy