Palumbo 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
Q2 | $27.9M | Buy |
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|
2025
Q1 | $25.1M | Sell |
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|
2024
Q4 | $30.1M | Buy |
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|
2024
Q3 | $23M | Sell |
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|
2024
Q2 | $21.9M | Buy |
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|
2024
Q1 | $19.4M | Buy |
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|
2023
Q4 | $16.3M | Buy |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $11.4M | Sell |
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $6.74M | Buy |
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|
2022
Q3 | $5.72M | Sell |
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|
2022
Q2 | $6.05M | Sell |
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|
2022
Q1 | $7.35M | Sell |
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|
2021
Q4 | $7.96M | Sell |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $8.48M | Sell |
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|
2021
Q1 | $9.76M | Sell |
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|
2020
Q4 | $11.9M | Buy |
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