Phillips 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 | $9.63M | Buy |
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|
2025
Q2 | $5.5M | Buy |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $4.04M | Sell |
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|
2024
Q2 | $3.86M | Sell |
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|
2024
Q1 | $3.73M | Sell |
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|
2023
Q4 | $3.41M | Buy |
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|
2023
Q3 | $3.05M | Buy |
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|
2023
Q2 | $3.07M | Hold |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.36M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2M | Sell |
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|
2014
Q2 | $2.1M | Sell |
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|
2014
Q1 | $2.17M | Sell |
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|
2013
Q4 | $2.14M | Sell |
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|
2013
Q3 | $2.01M | Sell |
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|
2013
Q2 | $2.02M | Buy |
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