Jessup 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 | $1.02M | Sell |
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|
2025
Q1 | $952K | Buy |
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|
2024
Q4 | $988K | Sell |
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|
2024
Q3 | $974K | Sell |
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|
2024
Q2 | $934K | Hold |
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|
2024
Q1 | $898K | Sell |
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|
2023
Q4 | $819K | Buy |
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|
2023
Q3 | $733K | Buy |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $642K | Buy |
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