Newton One Investments’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 | $1.03M | Sell |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $780K | Buy |
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|
2024
Q1 | $748K | Sell |
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|
2023
Q4 | $684K | Buy |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $542K | Hold |
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|
2022
Q3 | $506K | Hold |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $640K | Hold |
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|
2021
Q4 | $673K | Hold |
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|
2021
Q3 | $609K | Hold |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $168K | Buy |
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