JFG 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 | $6.97M | Buy |
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|
2025
Q1 | $5.97M | Sell |
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|
2024
Q4 | $6.29M | Buy |
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|
2024
Q3 | $5.41M | Sell |
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|
2024
Q2 | $6.61M | Buy |
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|
2024
Q1 | $4.97M | Buy |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.6M | Hold |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $580K | Hold |
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|
2022
Q2 | $613K | Sell |
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|
2022
Q1 | $931K | Buy |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $402K | Sell |
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|
2021
Q1 | $887K | Sell |
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|
2020
Q4 | $907K | Buy |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $341K | Buy |
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