New England Professional Planning Group’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 | $420K | Sell |
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|
2025
Q2 | $457K | Hold |
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|
2025
Q1 | $413K | Hold |
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|
2024
Q4 | $433K | Buy |
|
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $398K | Hold |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $433K | Hold |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $472K | Hold |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $266K | Buy |
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