MTC 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
Q3 | $40.4M | Sell |
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|
2025
Q2 | $38.4M | Sell |
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|
2025
Q1 | $35.7M | Buy |
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|
2024
Q4 | $30.1M | Sell |
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|
2024
Q3 | $30.5M | Sell |
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|
2024
Q2 | $29.3M | Sell |
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|
2024
Q1 | $29.4M | Sell |
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|
2023
Q4 | $28.1M | Sell |
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|
2023
Q3 | $25.6M | Sell |
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|
2023
Q2 | $27.9M | Buy |
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|
2023
Q1 | $25.2M | Buy |
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|
2022
Q4 | $23.3M | Sell |
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|
2022
Q3 | $22M | Sell |
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|
2022
Q2 | $23.6M | Sell |
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|
2022
Q1 | $31.7M | Sell |
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|
2021
Q4 | $37.8M | Buy |
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|
2021
Q3 | $33.5M | Buy |
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|
2021
Q2 | $32.2M | Buy |
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|
2021
Q1 | $29.2M | Buy |
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