LJI 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 | $5.57M | Buy |
|
|||||
|
2025
Q1 | $4.55M | Sell |
|
|||||
|
2024
Q4 | $5.21M | Sell |
|
|||||
|
2024
Q3 | $5.15M | Buy |
|
|||||
|
2024
Q2 | $4.79M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $3.88M | Buy |
|
|||||
|
2023
Q3 | $3.03M | Buy |
|
|||||
|
2023
Q2 | $2.78M | Buy |
|
|||||
|
2023
Q1 | $2.52M | Buy |
|
|||||
|
2022
Q4 | $2.08M | Buy |
|