Marotta Asset 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 | $751K | Sell |
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|
2025
Q2 | $727K | Sell |
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|
2025
Q1 | $898K | Buy |
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|
2024
Q4 | $690K | Sell |
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|
2024
Q3 | $898K | Buy |
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|
2024
Q2 | $636K | Buy |
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|
2024
Q1 | $608K | Buy |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $539K | Buy |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $506K | Hold |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $647K | Hold |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $609K | Hold |
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|
2021
Q2 | $611K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $548K | Sell |
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|
2019
Q4 | $878K | Buy |
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