Orin Green Financial’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 | $6.12M | Buy |
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|
2025
Q2 | $5.52M | Sell |
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|
2025
Q1 | $4.61M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5M | Sell |
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|
2024
Q2 | $4.75M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.3M | Buy |
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|
2023
Q3 | $3.44M | Sell |
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|
2023
Q2 | $3.58M | Hold |
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|
2023
Q1 | $3.3M | Buy |
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|
2022
Q4 | $2.98M | Sell |
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $3.16M | Buy |
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|
2022
Q1 | $3.54M | Hold |
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|
2021
Q4 | $3.53M | Sell |
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|
2021
Q3 | $3.43M | Buy |
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|
2021
Q2 | $3.42M | Buy |
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|
2021
Q1 | $3.17M | Hold |
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|
2020
Q4 | $2.99M | Buy |
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