Laurel Wealth Advisors (North Carolina)’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 | $23.1M | Buy |
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|
2025
Q1 | $12.6M | Sell |
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|
2024
Q4 | $13.4M | Buy |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $12.2M | Sell |
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|
2024
Q1 | $11.8M | Sell |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $8.94M | Sell |
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|
2023
Q2 | $10.5M | Sell |
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|
2023
Q1 | $9.81M | Buy |
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|
2022
Q4 | $8.87M | Buy |
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|
2022
Q3 | $7.97M | Buy |
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|
2022
Q2 | $7.47M | Sell |
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|
2022
Q1 | $10.3M | Sell |
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|
2021
Q4 | $10.9M | Sell |
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|
2021
Q3 | $9.92M | Sell |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $9.68M | Sell |
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|
2020
Q4 | $9.38M | Buy |
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|
2020
Q3 | $8.35M | Buy |
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|
2020
Q2 | $7.61M | Sell |
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|
2020
Q1 | $6.44M | Buy |
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|
2019
Q4 | $8.04M | Buy |
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|
2019
Q3 | $7.41M | Sell |
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|
2019
Q2 | $7.35M | Sell |
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|
2019
Q1 | $7.21M | Sell |
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|
2018
Q4 | $6.54M | Buy |
|