Lee Financial’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 | $993K | Buy |
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|
2025
Q2 | $580K | Buy |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $453K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $145K | Hold |
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|
2023
Q3 | $130K | Sell |
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|
2023
Q2 | $167K | Sell |
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|
2023
Q1 | $155K | Hold |
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|
2022
Q4 | $145K | Buy |
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|
2022
Q3 | $134K | Sell |
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|
2022
Q2 | $151K | Sell |
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|
2022
Q1 | $185K | Sell |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $182K | Buy |
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|
2021
Q1 | $128K | Buy |
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|
2020
Q4 | $113K | Buy |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $89K | Buy |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $76K | Sell |
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|
2019
Q3 | $115K | Sell |
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|
2019
Q2 | $277K | Hold |
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|
2019
Q1 | $267K | Hold |
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|
2018
Q4 | $236K | Buy |
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|
2018
Q3 | $108K | Hold |
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|
2018
Q2 | $100K | Buy |
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|
2018
Q1 | $61K | Sell |
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|
2017
Q4 | $335K | Buy |
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|
2017
Q3 | $314K | Sell |
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|
2017
Q2 | $304K | Sell |
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|
2017
Q1 | $835K | Buy |
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|
2016
Q4 | $751K | Buy |
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