Liberty Wealth Management’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 | $897K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $892K | Sell |
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|
2024
Q3 | $877K | Sell |
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|
2024
Q2 | $793K | Buy |
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|
2024
Q1 | $805K | Buy |
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|
2023
Q4 | $660K | Buy |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $723K | Buy |
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|
2021
Q2 | $580K | Sell |
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|
2021
Q1 | $538K | Hold |
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|
2020
Q4 | $538K | Sell |
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|
2020
Q3 | $498K | Buy |
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|
2020
Q2 | $427K | Sell |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $517K | Buy |
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|
2019
Q3 | $444K | Hold |
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|
2019
Q2 | $438K | Buy |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $315K | Buy |
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