Kestra Private Wealth 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
Q2 | $68.1M | Buy |
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|
2025
Q1 | $56.9M | Buy |
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|
2024
Q4 | $55.3M | Buy |
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|
2024
Q3 | $52.4M | Buy |
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|
2024
Q2 | $42.9M | Buy |
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|
2024
Q1 | $29.1M | Buy |
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|
2023
Q4 | $26M | Buy |
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|
2023
Q3 | $20.6M | Buy |
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|
2023
Q2 | $17M | Buy |
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|
2023
Q1 | $14.1M | Buy |
|
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|
2022
Q4 | $12M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $10.8M | Sell |
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|
2022
Q1 | $16.4M | Buy |
|
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $13.5M | Buy |
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|
2021
Q2 | $12.9M | Buy |
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|
2021
Q1 | $10.2M | Buy |
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|
2020
Q4 | $8.07M | Buy |
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|
2020
Q3 | $7.15M | Buy |
|