N.E.W. Advisory Services’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 | $1.4M | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $987K | Buy |
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|
2023
Q3 | $843K | Buy |
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|
2023
Q2 | $873K | Buy |
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|
2023
Q1 | $794K | Sell |
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|
2022
Q4 | $745K | Buy |
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|
2022
Q3 | $668K | Buy |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $547K | Buy |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $593K | Buy |
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|
2021
Q2 | $591K | Hold |
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|
2021
Q1 | $552K | Buy |
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|
2020
Q4 | $516K | Sell |
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|
2020
Q3 | $466K | Sell |
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|
2020
Q2 | $434K | Buy |
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|
2019
Q4 | $200K | Buy |
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