Jupiter 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 | $8.73M | Sell |
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|
2025
Q1 | $8.13M | Sell |
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|
2024
Q4 | $8.86M | Buy |
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|
2024
Q3 | $7.24M | Buy |
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|
2024
Q2 | $5.27M | Sell |
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|
2024
Q1 | $5.72M | Buy |
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|
2023
Q4 | $5.02M | Buy |
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|
2023
Q3 | $4.48M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $412K | Hold |
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|
2020
Q1 | $359K | Hold |
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|
2019
Q4 | $416K | Hold |
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|
2019
Q3 | $377K | Hold |
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|
2019
Q2 | $378K | Hold |
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|
2019
Q1 | $368K | Buy |
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