Joseph P. Lucia & Associates’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 | $7.21M | Buy |
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|
2025
Q2 | $6.6M | Buy |
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|
2025
Q1 | $5.08M | Buy |
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|
2024
Q4 | $5.01M | Buy |
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|
2024
Q3 | $4.8M | Buy |
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|
2024
Q2 | $4.07M | Buy |
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|
2024
Q1 | $3.63M | Buy |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $2.17M | Buy |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $2.15M | Sell |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.94M | Sell |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $1.27M | Sell |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $755K | Buy |
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|
2019
Q4 | $523K | Sell |
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|
2019
Q3 | $494K | Buy |
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|
2019
Q2 | $486K | Sell |
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|
2019
Q1 | $1.85K | Buy |
|