Laidlaw 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 | $518K | Sell |
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|
2025
Q2 | $482K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $666K | Buy |
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|
2023
Q3 | $507K | Sell |
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|
2023
Q2 | $4.37M | Buy |
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|
2023
Q1 | $3.46M | Sell |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $3.03M | Sell |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $2.81M | Sell |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $3.09M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $565K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $431K | Buy |
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