Marks Group 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
Q3 | $6.5M | Sell |
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|
2025
Q2 | $6.05M | Buy |
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|
2025
Q1 | $3.92M | Buy |
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|
2024
Q4 | $4.09M | Buy |
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|
2024
Q3 | $3.74M | Sell |
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|
2024
Q2 | $3.55M | Buy |
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|
2024
Q1 | $3.35M | Hold |
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|
2023
Q4 | $3.04M | Buy |
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|
2023
Q3 | $2.71M | Buy |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $3.32M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $341K | Sell |
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|
2020
Q3 | $400K | Buy |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $357K | Buy |
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