PDS 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
Q3 | $4.03M | Sell |
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|
2025
Q2 | $3.78M | Buy |
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|
2025
Q1 | $3.4M | Buy |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $3.58M | Buy |
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|
2024
Q2 | $3.29M | Buy |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $985K | Buy |
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|
2022
Q3 | $916K | Sell |
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|
2022
Q2 | $994K | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $844K | Sell |
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|
2020
Q2 | $975K | Sell |
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|
2020
Q1 | $857K | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $962K | Sell |
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|
2019
Q2 | $956K | Sell |
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|
2019
Q1 | $934K | Sell |
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|
2018
Q4 | $871K | Buy |
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|
2018
Q3 | $786K | Buy |
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|
2018
Q2 | $390K | Buy |
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|
2018
Q1 | $187K | Buy |
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