Resonant Capital 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 | $28.3M | Sell |
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|
2025
Q2 | $27M | Sell |
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|
2025
Q1 | $25.1M | Sell |
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|
2024
Q4 | $26.6M | Sell |
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|
2024
Q3 | $26M | Sell |
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|
2024
Q2 | $24.8M | Sell |
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|
2024
Q1 | $23.9M | Buy |
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|
2023
Q4 | $21.7M | Sell |
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|
2023
Q3 | $20.1M | Buy |
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|
2023
Q2 | $20.9M | Buy |
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|
2023
Q1 | $19.3M | Sell |
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|
2022
Q4 | $18.1M | Buy |
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|
2022
Q3 | $8.21M | Sell |
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|
2022
Q2 | $8.82M | Sell |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $11.1M | Buy |
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|
2021
Q3 | $9.45M | Buy |
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|
2021
Q2 | $6.63M | Sell |
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|
2021
Q1 | $6.35M | Buy |
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|
2020
Q4 | $5.97M | Sell |
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|
2020
Q3 | $5.36M | Sell |
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|
2020
Q2 | $7.77M | Sell |
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|
2020
Q1 | $7M | Sell |
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|
2019
Q4 | $8.93M | Buy |
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