Provence Wealth Management 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
2023
Q4
$11.5M Sell
2023
Q3
$10.6M Sell
2023
Q2
$11.7M Buy
2023
Q1
$9.78M Buy
2022
Q4
$3.97M Buy
2022
Q3
$2.05M Sell
2022
Q2
$2.18M Buy
2022
Q1
$2.17M Sell
2021
Q4
$4.43M Buy