MBL Wealth’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 | $141M | Sell |
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|
2025
Q2 | $132M | Buy |
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|
2025
Q1 | $114M | Sell |
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|
2024
Q4 | $121M | Buy |
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|
2024
Q3 | $117M | Buy |
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|
2024
Q2 | $108M | Buy |
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|
2024
Q1 | $101M | Buy |
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|
2023
Q4 | $88.4M | Buy |
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|
2023
Q3 | $76.2M | Buy |
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|
2023
Q2 | $77.3M | Buy |
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|
2023
Q1 | $70.7M | Sell |
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|
2022
Q4 | $67.5M | Buy |
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|
2022
Q3 | $60.7M | Buy |
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|
2022
Q2 | $53.3M | Buy |
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|
2022
Q1 | $59M | Buy |
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|
2021
Q3 | $44.5M | Buy |
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|
2021
Q1 | $36.3M | Buy |
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|
2020
Q4 | $31.5M | Buy |
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