Norris Financial Group, LLC’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.3M | Sell |
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|
2025
Q4 | $43.5M | Buy |
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|
2025
Q3 | $40M | Buy |
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|
2025
Q2 | $28.7M | Buy |
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|
2025
Q1 | $25.8M | Sell |
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|
2024
Q4 | $36M | Sell |
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|
2024
Q3 | $35.4M | Sell |
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|
2024
Q2 | $35.5M | Buy |
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|
2024
Q1 | $28M | Sell |
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|
2023
Q4 | $27.4M | Buy |
|
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|
2023
Q3 | $22.9M | Buy |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q4 | $4.73M | Sell |
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|
2022
Q3 | $4.54M | Sell |
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|
2022
Q2 | $8.71M | Sell |
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|
2022
Q1 | $16.3M | Sell |
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|
2021
Q4 | $25M | Buy |
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|
2021
Q3 | $18.6M | Buy |
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|
2021
Q2 | $9.5M | Sell |
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|
2021
Q1 | $8.86M | Buy |
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