MinichMacGregor Wealth Management’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 | $10.5M | Sell |
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|
2025
Q1 | $12.2M | Sell |
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|
2024
Q4 | $13.7M | Buy |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $9.48M | Buy |
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|
2023
Q3 | $5.19M | Buy |
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|
2023
Q2 | $5.06M | Buy |
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|
2023
Q1 | $4.54M | Sell |
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|
2022
Q4 | $5.96M | Buy |
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|
2022
Q3 | $5.18M | Buy |
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|
2022
Q2 | $4.37M | Buy |
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|
2022
Q1 | $649K | Buy |
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|
2021
Q4 | $666K | Buy |
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|
2021
Q3 | $319K | Sell |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $519K | Buy |
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|
2020
Q3 | $410K | Buy |
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|
2020
Q2 | $328K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $388K | Sell |
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|
2019
Q3 | $506K | Buy |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $161K | Sell |
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|
2018
Q2 | $151K | Sell |
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|
2018
Q1 | $189K | Buy |
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|
2017
Q4 | $125K | Sell |
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|
2017
Q3 | $124K | Sell |
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|
2017
Q2 | $158K | Buy |
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|
2017
Q1 | $119K | Hold |
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|
2016
Q4 | $113K | Sell |
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|
2016
Q3 | $113K | Hold |
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|
2016
Q2 | $110K | Hold |
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|
2016
Q1 | $108K | Buy |
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|
2015
Q4 | $105K | Buy |
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