Peak Financial 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 | $273K | Hold |
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|
2025
Q2 | $253K | Hold |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $243K | Sell |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | $223K | Sell |
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|
2020
Q3 | $370K | Sell |
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|
2020
Q2 | $344K | Sell |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $494K | Sell |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $463K | Sell |
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|
2019
Q1 | $464K | Hold |
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|
2018
Q4 | $410K | Buy |
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|
2018
Q3 | $460K | Sell |
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|
2018
Q2 | $431K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $209K | Hold |
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|
2016
Q2 | $203K | Buy |
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