O'Brien Wealth Partners’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 | $533K | Sell |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $814K | Buy |
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|
2024
Q2 | $503K | Sell |
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|
2024
Q1 | $643K | Hold |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $611K | Buy |
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|
2023
Q2 | $550K | Hold |
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|
2023
Q1 | $508K | Hold |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $205K | Hold |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $995K | Buy |
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|
2020
Q4 | $925K | Sell |
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|
2020
Q3 | $884K | Buy |
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|
2020
Q2 | $758K | Buy |
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|
2020
Q1 | $605K | Sell |
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|
2019
Q4 | $968K | Buy |
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|
2019
Q3 | $606K | Buy |
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|
2019
Q2 | $607K | Buy |
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|
2019
Q1 | $572K | Buy |
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|
2018
Q4 | $512K | Sell |
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|
2018
Q3 | $623K | Buy |
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|
2018
Q2 | $527K | Buy |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $514K | Buy |
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|
2017
Q3 | $482K | Buy |
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|
2017
Q2 | $461K | Buy |
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|
2017
Q1 | $448K | Buy |
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|
2016
Q4 | $422K | Sell |
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|
2016
Q3 | $414K | Buy |
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|
2016
Q2 | $392K | Sell |
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|
2016
Q1 | $403K | Buy |
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|
2015
Q4 | $397K | Buy |
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