Private Advisory Group’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 | $20.8M | Buy |
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|
2025
Q1 | $14M | Sell |
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|
2024
Q4 | $18M | Sell |
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|
2024
Q3 | $19.7M | Buy |
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|
2024
Q2 | – | Hold |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.54M | Buy |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $502K | Buy |
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|
2019
Q3 | $470K | Sell |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $4.17M | Hold |
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|
2018
Q4 | $4.17M | Buy |
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|
2018
Q3 | $4.59M | Sell |
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|
2018
Q2 | $4.46M | Sell |
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|
2018
Q1 | $5.25M | Sell |
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|
2017
Q4 | $8.01M | Sell |
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|
2017
Q3 | $8.08M | Sell |
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|
2017
Q2 | $8.65M | Buy |
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|
2017
Q1 | $5.63M | Buy |
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|
2016
Q4 | $4.97M | Buy |
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