J.W. Cole Advisors’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 | $78.9M | Buy |
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|
2025
Q1 | $57.9M | Buy |
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|
2024
Q4 | $52.4M | Buy |
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|
2024
Q3 | $49.7M | Buy |
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|
2024
Q2 | $47M | Sell |
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|
2024
Q1 | $53.1M | Buy |
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|
2023
Q4 | $47.6M | Buy |
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|
2023
Q3 | $41.1M | Buy |
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|
2023
Q2 | $41.6M | Sell |
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|
2023
Q1 | $41.1M | Buy |
|
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|
2022
Q4 | $37.1M | Buy |
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|
2022
Q3 | $31.1M | Buy |
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|
2022
Q2 | $30.4M | Buy |
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|
2022
Q1 | $33.8M | Sell |
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|
2021
Q4 | $37.2M | Buy |
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|
2021
Q3 | $32.2M | Buy |
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|
2021
Q2 | $31.1M | Buy |
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|
2021
Q1 | $25.4M | Sell |
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|
2020
Q4 | $25.1M | Buy |
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|
2020
Q3 | $20.3M | Sell |
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|
2020
Q2 | $27.8M | Buy |
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|
2020
Q1 | $1.72M | Sell |
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|
2019
Q4 | $30.8M | Buy |
|