Northcape Wealth Management’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 | $793K | Hold |
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|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $692K | Hold |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $642K | Hold |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $561K | Sell |
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|
2023
Q3 | $526K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $787K | Buy |
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