Mason & Associates (California)’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
Q2
$556K Buy
2025
Q1
$499K Buy
2024
Q4
$519K Hold
2024
Q3
$508K Sell
2024
Q2
$485K Sell
2024
Q1
$503K Buy
2023
Q4
$444K Hold
2023
Q3
$400K Buy
2023
Q2
$400K Hold
2023
Q1
$370K Buy