Paces Ferry 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
$2.75M Buy
2025
Q1
$2.49M Sell
2024
Q4
$2.61M Sell
2024
Q3
$2.67M Buy
2024
Q2
$2.46M Sell
2024
Q1
$2.39M Sell
2023
Q4
$2.29M Sell
2023
Q3
$2.18M Buy
2023
Q2
$2.26M Sell
2023
Q1
$2.14M Sell
2022
Q4
$2.01M Buy
2022
Q3
$1.88M Sell
2022
Q2
$2.03M Buy
2022
Q1
$2.4M Sell
2021
Q4
$2.54M Buy
2021
Q3
$2.24M Sell
2021
Q2
$2.25M Buy
2021
Q1
$1.99M Sell
2020
Q4
$1.99M Sell
2020
Q3
$1.9M Buy