JNBA Financial 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
Q3 | $2.49M | Sell |
|
|||||
|
2025
Q2 | $2.35M | Buy |
|
|||||
|
2025
Q1 | $2.03M | Buy |
|
|||||
|
2024
Q4 | $1.96M | Buy |
|
|||||
|
2024
Q3 | $1.47M | Buy |
|
|||||
|
2024
Q2 | $1.36M | Sell |
|
|||||
|
2024
Q1 | $1.46M | Buy |
|
|||||
|
2023
Q4 | $1.03M | Sell |
|
|||||
|
2023
Q3 | $1.12M | Buy |
|
|||||
|
2023
Q2 | $975K | Sell |
|
|||||
|
2023
Q1 | $938K | Sell |
|
|||||
|
2022
Q4 | $975K | Sell |
|
|||||
|
2022
Q3 | $1.15M | Sell |
|
|||||
|
2022
Q2 | $1.23M | Sell |
|
|||||
|
2022
Q1 | $1.49M | Sell |
|
|||||
|
2021
Q4 | $1.71M | Sell |
|
|||||
|
2021
Q3 | $1.56M | Buy |
|
|||||
|
2021
Q2 | $1.51M | Buy |
|
|||||
|
2021
Q1 | $1.16M | Buy |
|
|||||
|
2020
Q4 | $1.04M | Sell |
|
|||||
|
2020
Q3 | $952K | Hold |
|
|||||
|
2020
Q2 | $877K | Sell |
|
|||||
|
2020
Q1 | $769K | Sell |
|
|||||
|
2019
Q4 | $965K | Buy |
|
|||||
|
2019
Q3 | $851K | Sell |
|
|||||
|
2019
Q2 | $845K | Sell |
|
|||||
|
2019
Q1 | $819K | Buy |
|
|||||
|
2018
Q4 | $645K | Buy |
|
|||||
|
2018
Q3 | $271K | Sell |
|
|||||
|
2018
Q2 | $733K | Sell |
|
|||||
|
2018
Q1 | $719K | Sell |
|
|||||
|
2017
Q4 | $735K | Sell |
|
|||||
|
2017
Q3 | $702K | Hold |
|
|||||
|
2017
Q2 | $675K | Sell |
|
|||||
|
2017
Q1 | $668K | Hold |
|
|||||
|
2016
Q4 | $633K | Sell |
|
|||||
|
2016
Q3 | $5.18M | Buy |
|
|||||
|
2016
Q2 | $1.15M | Sell |
|
|||||
|
2016
Q1 | $1.14M | Sell |
|
|||||
|
2015
Q4 | $1.16M | Hold |
|
|||||
|
2015
Q3 | $1.09M | Sell |
|
|||||
|
2015
Q2 | $1.24M | Sell |
|
|||||
|
2015
Q1 | $1.27M | Hold |
|
|||||
|
2014
Q4 | $1.27M | Buy |
|
|||||
|
2014
Q3 | $1.16M | Buy |
|
|||||
|
2014
Q2 | $966K | Sell |
|
|||||
|
2014
Q1 | $939K | Hold |
|
|||||
|
2013
Q4 | $927K | Sell |
|
|||||
|
2013
Q3 | $1.09M | Buy |
|
|||||
|
2013
Q2 | $817K | Buy |
|