Keebeck 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 | $4.07M | Buy |
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|
2025
Q1 | $3.48M | Buy |
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|
2024
Q4 | $3.38M | Buy |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $2.67M | Sell |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $20.5M | Buy |
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|
2023
Q2 | $21.3M | Buy |
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|
2023
Q1 | $19.6M | Sell |
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|
2022
Q4 | $18.4M | Buy |
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|
2022
Q3 | $17.1M | Buy |
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|
2022
Q2 | $17.9M | Sell |
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|
2022
Q1 | $21.5M | Buy |
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|
2021
Q4 | $22.2M | Buy |
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|
2021
Q3 | $19.8M | Sell |
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|
2021
Q2 | $41.9M | Sell |
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|
2021
Q1 | $41.6M | Buy |
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|
2020
Q4 | $39.2M | Buy |
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|
2020
Q3 | $34.5M | Buy |
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|
2020
Q2 | $14.3M | Buy |
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|
2020
Q1 | $11.1M | Hold |
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|
2019
Q4 | $13.8M | Buy |
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