New World Advisors’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
$221K Sell
2025
Q2
$213K Buy
2024
Q4
Sell
2024
Q3
$221K Buy
2023
Q3
Sell
2023
Q2
$214K Buy
2022
Q2
Sell
2022
Q1
$216K Sell
2021
Q4
$251K Sell
2021
Q3
$241K Sell
2021
Q2
$8.48M Buy
2020
Q2
Sell
2020
Q1
$206K Hold
2019
Q4
$206K Buy
2019
Q2
Sell
2019
Q1
$181K Buy