Partners in Financial Planning’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 | $568K | Buy |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $286K | Hold |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $232K | Buy |
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