MPS Loria Financial Planners’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 | $2.93M | Buy |
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|
2025
Q2 | $2.68M | Sell |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $8.37M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $416K | Sell |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $475K | Buy |
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|
2019
Q4 | $593K | Buy |
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|
2019
Q3 | $546K | Buy |
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|
2019
Q2 | $539K | Sell |
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|
2019
Q1 | $528K | Sell |
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|
2018
Q4 | $504K | Buy |
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|
2018
Q3 | $527K | Buy |
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|
2018
Q2 | $491K | Buy |
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|
2018
Q1 | $476K | Sell |
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|
2017
Q4 | $486K | Buy |
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|
2017
Q3 | $457K | Sell |
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|
2017
Q2 | $449K | Buy |
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