Retirement Solution’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 | $1.06M | Buy |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $575K | Sell |
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|
2024
Q3 | $988K | Buy |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $591K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $383K | Hold |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $345K | Sell |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $323K | Buy |
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