KFA Private Wealth Group’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 | $7.78M | Sell |
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|
2025
Q2 | $7.37M | Sell |
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|
2025
Q1 | $6.7M | Buy |
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|
2024
Q4 | $3.81M | Buy |
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|
2024
Q3 | $2.94M | Sell |
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|
2024
Q2 | $2.81M | Buy |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $2.22M | Buy |
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $999K | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.37M | Buy |
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