Monterey Private 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
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $502K | Sell |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $566K | Buy |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $535K | Sell |
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|
2020
Q4 | $678K | Buy |
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|
2020
Q3 | $554K | Buy |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $422K | Buy |
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|
2019
Q4 | $445K | Buy |
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