Kelly Financial Services’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 | $1.95M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $2.12M | Sell |
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|
2024
Q3 | $3.24M | Buy |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $3.47M | Sell |
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|
2023
Q4 | $3.45M | Sell |
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|
2023
Q3 | $3.18M | Buy |
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|
2023
Q2 | $3.23M | Buy |
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|
2023
Q1 | $2.12M | Buy |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $552K | Sell |
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|
2022
Q2 | $741K | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $898K | Sell |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $487K | Sell |
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|
2020
Q4 | $553K | Buy |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $393K | Hold |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | $368K | Hold |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $323K | Buy |
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