NFP Retirement Inc’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 | $5.11M | Buy |
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|
2025
Q2 | $4.78M | Buy |
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|
2025
Q1 | $3.43M | Sell |
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|
2024
Q4 | $3.73M | Buy |
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|
2024
Q3 | $3.29M | Buy |
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|
2024
Q2 | $3.08M | Sell |
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|
2024
Q1 | $3.45M | Sell |
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|
2023
Q4 | $6.14M | Sell |
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|
2023
Q3 | $9.22M | Buy |
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|
2023
Q2 | $6.3M | Buy |
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|
2023
Q1 | $4.92M | Buy |
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|
2022
Q4 | $3.53M | Buy |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $953K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $702K | Sell |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $651K | Sell |
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|
2020
Q4 | $861K | Sell |
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|
2020
Q3 | $1.75M | Sell |
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|
2020
Q2 | $3.26M | Buy |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $1.57M | Buy |
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