Laurel Wealth Planning’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 | $1.2M | Sell |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $939K | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $269K | Sell |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $55K | Buy |
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