Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.12M | Hold |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $991K | Sell |
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|
2023
Q1 | $928K | Sell |
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|
2022
Q4 | $908K | Buy |
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|
2022
Q3 | $787K | Buy |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $903K | Buy |
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|
2021
Q4 | $895K | Sell |
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|
2021
Q3 | $815K | Buy |
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|
2021
Q2 | $781K | Buy |
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|
2021
Q1 | $722K | Buy |
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|
2020
Q4 | $393K | Buy |
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