Planning Center Inc’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 | $888K | Buy |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $774K | Sell |
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|
2024
Q3 | $872K | Hold |
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|
2024
Q2 | $828K | Buy |
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|
2024
Q1 | $790K | Buy |
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|
2023
Q4 | $715K | Buy |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $423K | Buy |
|