Lifeworks 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 | $2.51M | Sell |
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|
2025
Q1 | $2.9M | Sell |
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|
2024
Q4 | $3.32M | Sell |
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|
2024
Q3 | $3.3M | Buy |
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $2.83M | Sell |
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|
2023
Q4 | $2.65M | Sell |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $2.86M | Buy |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $3.11M | Buy |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $7.1M | Buy |
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