Peak Planning Group’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.87M | Sell |
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|
2025
Q4 | $5.12M | Buy |
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|
2025
Q3 | $2.1M | Buy |
|
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|
2024
Q4 | $4.56M | Buy |
|
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|
2024
Q2 | $4.33M | Buy |
|
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $3.17M | Buy |
|
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|
2023
Q3 | $2.83M | Buy |
|
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|
2023
Q2 | $2.87M | Buy |
|
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|
2023
Q1 | $2.6M | Sell |
|
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|
2022
Q4 | $2.57M | Sell |
|
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $2.67M | Buy |
|
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|
2021
Q4 | $3.38M | Sell |
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|
2021
Q3 | $3.05M | Buy |
|