Journey Strategic Wealth’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 | $489M | Buy |
|
|||||
|
2025
Q2 | $453M | Buy |
|
|||||
|
2025
Q1 | $410M | Buy |
|
|||||
|
2024
Q4 | $426M | Buy |
|
|||||
|
2024
Q3 | $417M | Buy |
|
|||||
|
2024
Q2 | $393M | Buy |
|
|||||
|
2024
Q1 | $377M | Buy |
|
|||||
|
2023
Q4 | $287M | Sell |
|
|||||
|
2023
Q3 | $258M | Sell |
|
|||||
|
2023
Q2 | $268M | Buy |
|
|||||
|
2023
Q1 | $248M | Buy |
|
|||||
|
2022
Q4 | $231M | Buy |
|
|||||
|
2022
Q3 | $212M | Sell |
|
|||||
|
2022
Q2 | $224M | Sell |
|
|||||
|
2022
Q1 | $269M | Buy |
|
|||||
|
2021
Q4 | $274M | Buy |
|