Iron Horse 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
Q2 | $23.1M | Buy |
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|
2025
Q1 | $20.6M | Buy |
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|
2024
Q4 | $21.2M | Buy |
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|
2024
Q3 | $20.2M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $17.1M | Buy |
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|
2023
Q4 | $14.8M | Buy |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $9.44M | Buy |
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|
2022
Q4 | $8.23M | Buy |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $49K | Hold |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $39K | Buy |
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