NewEdge Wealth’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 | $135M | Buy |
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|
2025
Q2 | $117M | Sell |
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|
2025
Q1 | $105M | Sell |
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|
2024
Q4 | $112M | Sell |
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|
2024
Q3 | $110M | Buy |
|
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|
2024
Q2 | $83.9M | Sell |
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|
2024
Q1 | $82.1M | Buy |
|
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|
2023
Q4 | $72.8M | Buy |
|
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|
2023
Q3 | $64.4M | Buy |
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|
2023
Q2 | $61.3M | Buy |
|
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|
2023
Q1 | $54.1M | Buy |
|
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|
2022
Q4 | $42.5M | Buy |
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|
2022
Q3 | $38.6M | Sell |
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|
2022
Q2 | $42M | Sell |
|
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|
2022
Q1 | $51.3M | Buy |
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|
2021
Q4 | $52.1M | Buy |
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|
2021
Q3 | $41.6M | Buy |
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|
2021
Q2 | $39.8M | Sell |
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|
2021
Q1 | $39.3M | Buy |
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|
2020
Q4 | $16.6M | Buy |
|