LifeGuide 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
Q2 | $904K | Buy |
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|
2025
Q1 | $794K | Hold |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $880K | Hold |
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|
2024
Q2 | $834K | Sell |
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|
2024
Q1 | $825K | Hold |
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|
2023
Q4 | $750K | Sell |
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|
2023
Q3 | $701K | Hold |
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|
2023
Q2 | $727K | Hold |
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|
2023
Q1 | $671K | Hold |
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|
2022
Q4 | $627K | Sell |
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|
2022
Q3 | $605K | Hold |
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|
2022
Q2 | $639K | Hold |
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|
2022
Q1 | $765K | Hold |
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|
2021
Q4 | $805K | Buy |
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