Planned Solutions’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 | $518K | Hold |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $488K | Hold |
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|
2024
Q3 | $478K | Hold |
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|
2024
Q2 | $453K | Hold |
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|
2024
Q1 | $436K | Hold |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $201K | Sell |
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|
2020
Q3 | $348K | Buy |
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