JGP 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
Q3 | $2.14M | Sell |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $711K | Sell |
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|
2021
Q1 | $19.7M | Buy |
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|
2020
Q4 | $19M | Buy |
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|
2020
Q3 | $16.1M | Buy |
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|
2020
Q2 | $14.2M | Buy |
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|
2020
Q1 | $7.43M | Sell |
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|
2019
Q4 | $11.2M | Buy |
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|
2019
Q3 | $9.3M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $221K | Sell |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $236K | Buy |
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|
2018
Q2 | $218K | Buy |
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