Moran 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 | $27.9M | Buy |
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|
2025
Q1 | $23M | Sell |
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|
2024
Q4 | $32.3M | Buy |
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|
2024
Q3 | $28.5M | Buy |
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|
2024
Q2 | $27M | Buy |
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|
2024
Q1 | $24.6M | Sell |
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|
2023
Q4 | $33.6M | Buy |
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|
2023
Q3 | $17.9M | Sell |
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|
2023
Q2 | $18.6M | Sell |
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|
2023
Q1 | $17.3M | Buy |
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|
2022
Q4 | $14.7M | Buy |
|