Leeward Financial Partners’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
$3.19M Sell
2025
Q1
$2.92M Sell
2024
Q4
$3.17M Buy
2024
Q3
$2.99M Hold
2024
Q2
$2.84M Hold
2024
Q1
$2.73M Hold
2023
Q4
$2.48M Buy
2023
Q3
$2.18M Hold
2023
Q2
$2.26M Hold
2023
Q1
$2.09M Hold
2022
Q4
$1.95M Hold
2022
Q3
$1.82M Hold
2022
Q2
$1.92M Sell
2022
Q1
$2.31M Buy
2021
Q4
$2.42M Buy