Nvest Financial’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
Q2 | $9.14M | Buy |
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|
2025
Q1 | $7.83M | Sell |
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|
2024
Q4 | $8.2M | Buy |
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|
2024
Q3 | $7.94M | Buy |
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|
2024
Q2 | $7.35M | Sell |
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|
2024
Q1 | $7.81M | Buy |
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|
2023
Q4 | $6.73M | Sell |
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|
2023
Q3 | $6.59M | Buy |
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|
2023
Q2 | $6.82M | Buy |
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|
2023
Q1 | $6.03M | Buy |
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|
2022
Q4 | $5.59M | Buy |
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|
2022
Q3 | $4.85M | Sell |
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|
2022
Q2 | $6.75M | Buy |
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|
2022
Q1 | $7.9M | Buy |
|