Orgel Wealth Management’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 | $4.2M | Sell |
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|
2025
Q2 | $4.11M | Buy |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $3.65M | Sell |
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|
2024
Q3 | $3.58M | Buy |
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|
2024
Q2 | $2.48M | Buy |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $901K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $417K | Sell |
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|
2021
Q2 | $429K | Buy |
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|
2021
Q1 | $385K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $228K | Sell |
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|
2017
Q4 | $283K | Buy |
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