Meadow Creek Wealth 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
Q3 | $444K | Buy |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $582K | Buy |
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