Oak Family Advisors’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 | $220K | Sell |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $300K | Hold |
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|
2024
Q2 | $284K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $136K | Sell |
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|
2020
Q4 | $140K | Buy |
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