Marcum Wealth’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
Q1 | $6.32M | Sell |
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|
2024
Q4 | $8.76M | Buy |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.1M | Sell |
|
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $901K | Sell |
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|
2023
Q2 | $941K | Sell |
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|
2023
Q1 | $909K | Sell |
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|
2022
Q4 | $4.83M | Buy |
|
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $2.29M | Sell |
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|
2021
Q4 | $4.11M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.78M | Buy |
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