One Charles Private Wealth Services’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 | $1.34M | Sell |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $930K | Buy |
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|
2023
Q3 | $496K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $439K | Hold |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $454K | Sell |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $490K | Sell |
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|
2021
Q2 | $491K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $533K | Buy |
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