KFG 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
Q3 | $764K | Sell |
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|
2025
Q2 | $709K | Sell |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $9.25M | Sell |
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|
2024
Q3 | $9.74M | Sell |
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|
2024
Q2 | $9.78M | Buy |
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|
2024
Q1 | $9.4M | Buy |
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|
2023
Q4 | $8.42M | Sell |
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|
2023
Q3 | $8.62M | Sell |
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|
2023
Q2 | $15M | Sell |
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|
2023
Q1 | $16.5M | Buy |
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|
2022
Q4 | $10.3M | Buy |
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