Phoenix Financial’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 | $61.4M | Buy |
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|
2025
Q2 | $56.9M | Buy |
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|
2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $11.3M | Sell |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $10.5M | Buy |
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|
2023
Q3 | $4.76M | Sell |
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|
2023
Q2 | $5.19M | Sell |
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|
2023
Q1 | $5.62M | Sell |
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|
2022
Q4 | $9.23M | Sell |
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|
2022
Q3 | $13.8M | Sell |
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|
2022
Q2 | $20.1M | Buy |
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|
2022
Q1 | $12.9M | Buy |
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|
2021
Q4 | $4.31M | Sell |
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|
2021
Q3 | $5.57M | Sell |
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|
2021
Q2 | $6.1M | Sell |
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|
2021
Q1 | $6.14M | Sell |
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|
2020
Q4 | $7.79M | Sell |
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|
2020
Q3 | $28.1M | Sell |
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|
2020
Q2 | $48.6M | Sell |
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|
2020
Q1 | $52M | Buy |
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|
2019
Q4 | $19.8M | Buy |
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|
2019
Q3 | $14.7M | Buy |
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