Lauterbach Financial Advisors’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 | $346K | Buy |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Buy |
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