Phillips Wealth Planners’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 | $310K | Sell |
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|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $3.6M | Buy |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $289K | Buy |
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