Prism 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
Q3 | $10.6M | Sell |
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|
2025
Q2 | $10.8M | Sell |
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|
2025
Q1 | $9.82M | Sell |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $10.7M | Sell |
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|
2024
Q1 | $10.8M | Sell |
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|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $9.55M | Sell |
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|
2023
Q2 | $9.92M | Buy |
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|
2023
Q1 | $9.13M | Sell |
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|
2022
Q4 | $8.82M | Sell |
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|
2022
Q3 | $8.24M | Sell |
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|
2022
Q2 | $8.73M | Buy |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $11.1M | Sell |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $10.2M | Sell |
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|
2021
Q1 | $9.43M | Sell |
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|
2020
Q4 | $8.92M | Sell |
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|
2020
Q3 | $8.29M | Sell |
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|
2020
Q2 | $9.25M | Sell |
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|
2020
Q1 | $9.68M | Buy |
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|
2019
Q4 | $11.2M | Buy |
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|
2019
Q3 | $10.3M | Sell |
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|
2019
Q2 | $11.2M | Sell |
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|
2019
Q1 | $11.6M | Sell |
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|
2018
Q4 | $10.6M | Buy |
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|
2018
Q3 | $11.4M | Sell |
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|
2018
Q2 | $22.4M | Sell |
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|
2018
Q1 | $23M | Sell |
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|
2017
Q4 | $26.4M | Buy |
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