Pacific 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 | $125M | Buy |
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|
2025
Q2 | $109M | Sell |
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|
2025
Q1 | $103M | Buy |
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|
2024
Q4 | $107M | Sell |
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|
2024
Q3 | $107M | Sell |
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|
2024
Q2 | $116M | Buy |
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|
2024
Q1 | $73.4M | Hold |
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|
2023
Q4 | $73.4M | Buy |
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|
2023
Q3 | $49.2M | Buy |
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|
2023
Q2 | $34.5M | Buy |
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|
2023
Q1 | $24.8M | Buy |
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|
2022
Q4 | $20.1M | Sell |
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|
2022
Q3 | $22.7M | Sell |
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|
2022
Q2 | $25.7M | Sell |
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|
2022
Q1 | $52M | Sell |
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|
2021
Q4 | $55.9M | Sell |
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|
2021
Q3 | $52.8M | Buy |
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|
2021
Q2 | $40.7M | Sell |
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|
2021
Q1 | $39.9M | Buy |
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|
2020
Q4 | $29.8M | Buy |
|