Plotkin Financial Advisors’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 | $5.65M | Buy |
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|
2025
Q1 | $4.85M | Buy |
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|
2024
Q4 | $4.8M | Buy |
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|
2024
Q3 | $4.36M | Buy |
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|
2024
Q2 | $3.67M | Buy |
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|
2024
Q1 | $3.06M | Buy |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $988K | Buy |
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|
2022
Q1 | $994K | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $960K | Sell |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $831K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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