Pinnacle Wealth Planning Services’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 | $7.23M | Buy |
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|
2025
Q1 | $5.77M | Buy |
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|
2024
Q4 | $5.73M | Buy |
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|
2024
Q3 | $4.32M | Buy |
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|
2024
Q2 | $4.03M | Sell |
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|
2024
Q1 | $4M | Buy |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $21.1M | Buy |
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|
2023
Q2 | $21.8M | Sell |
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|
2023
Q1 | $20.6M | Buy |
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|
2022
Q4 | $19.1M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $3.76M | Sell |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $8.8M | Sell |
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|
2021
Q3 | $7.97M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.48M | Buy |
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|
2020
Q3 | $2.14M | Sell |
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|
2020
Q2 | $2.34M | Sell |
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|
2020
Q1 | $3.6M | Buy |
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|
2019
Q4 | $942K | Buy |
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|
2019
Q3 | $827K | Hold |
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|
2019
Q2 | $818K | Buy |
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|
2019
Q1 | $319K | Sell |
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|
2018
Q4 | $489K | Buy |
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|
2018
Q3 | $328K | Hold |
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|
2018
Q2 | $306K | Hold |
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|
2018
Q1 | $297K | Hold |
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|
2017
Q4 | $301K | Buy |
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