Kellett Wealth Advisors’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 | $37M | Buy |
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|
2025
Q2 | $34.1M | Sell |
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|
2025
Q1 | $31M | Buy |
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|
2024
Q4 | $32.1M | Buy |
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|
2024
Q3 | $30M | Buy |
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|
2024
Q2 | $27M | Buy |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q4 | $213K | Buy |
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