Opal Wealth 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
Q2 | $3.86M | Sell |
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|
2025
Q1 | $3.67M | Sell |
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|
2024
Q4 | $4.1M | Buy |
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|
2024
Q3 | $4.02M | Buy |
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|
2024
Q2 | $3.71M | Sell |
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|
2024
Q1 | $3.7M | Sell |
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|
2023
Q4 | $3.42M | Buy |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $277K | Buy |
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