PFG Private 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 | $989K | Buy |
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|
2025
Q1 | $864K | Hold |
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|
2024
Q4 | $905K | Hold |
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|
2024
Q3 | $886K | Sell |
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|
2024
Q2 | $845K | Sell |
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|
2024
Q1 | $820K | Sell |
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|
2023
Q4 | $765K | Sell |
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|
2023
Q3 | $713K | Buy |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $621K | Buy |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $683K | Buy |
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|
2021
Q2 | $677K | Buy |
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|
2021
Q1 | $625K | Buy |
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|
2020
Q4 | $584K | Buy |
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|
2020
Q3 | $519K | Hold |
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|
2020
Q2 | $478K | Buy |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $496K | Buy |
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