Level 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 | $2.54M | Sell |
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|
2025
Q2 | $2.36M | Sell |
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|
2025
Q1 | $2.21M | Buy |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $200K | Hold |
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|
2022
Q3 | $186K | Sell |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $283K | Buy |
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