Mark Sheptoff Financial Planning’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
Q3 | $873K | Hold |
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|
2025
Q2 | $809K | Hold |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.12M | Hold |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $914K | Hold |
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|
2023
Q2 | $948K | Buy |
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|
2023
Q1 | $834K | Sell |
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|
2022
Q4 | $793K | Buy |
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|
2022
Q3 | $600K | Buy |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $730K | Hold |
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|
2021
Q4 | $768K | Buy |
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|
2021
Q3 | $678K | Hold |
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|
2021
Q2 | $677K | Sell |
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|
2021
Q1 | $785K | Sell |
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|
2020
Q4 | $744K | Hold |
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|
2020
Q3 | $667K | Sell |
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|
2020
Q2 | $657K | Sell |
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|
2020
Q1 | $781K | Sell |
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|
2019
Q4 | $1.29M | Sell |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $781K | Sell |
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|
2019
Q1 | $763K | Hold |
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|
2018
Q4 | $675K | Hold |
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|
2018
Q3 | $785K | Hold |
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|
2018
Q2 | $733K | Buy |
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|
2018
Q1 | $632K | Buy |
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|
2017
Q4 | $372K | Hold |
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|
2017
Q3 | $350K | Hold |
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|
2017
Q2 | $337K | Sell |
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|
2017
Q1 | $329K | Buy |
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|
2016
Q4 | $312K | Hold |
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|
2016
Q3 | $302K | Hold |
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|
2016
Q2 | $292K | Hold |
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|
2016
Q1 | $287K | Sell |
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|
2015
Q4 | $317K | Buy |
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|
2015
Q3 | $98K | Buy |
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|
2015
Q2 | $54K | Hold |
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|
2015
Q1 | $54K | Hold |
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|
2014
Q4 | $53K | Hold |
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|
2014
Q3 | $51K | Sell |
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|
2014
Q2 | $56K | Buy |
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|
2014
Q1 | $49K | Buy |
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