Marshall Financial Group (Maryland)’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 | $2.33M | Sell |
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|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $2.27M | Sell |
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|
2024
Q4 | $2.42M | Buy |
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|
2024
Q3 | $2.05M | Buy |
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $720K | Buy |
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|
2022
Q2 | $730K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $309K | Sell |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $356K | Buy |
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