MBA Advisors’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 | $976K | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $2M | Sell |
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|
2021
Q2 | $2.12K | Sell |
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|
2021
Q1 | $2.39K | Buy |
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