Provident Wealth Management’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 | $211K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $269K | Sell |
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|
2020
Q4 | $350K | Sell |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $2.26M | Buy |
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