Rezny 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 | $783K | Hold |
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|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $587K | Hold |
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|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $563K | Sell |
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|
2024
Q1 | $587K | Hold |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $417K | Hold |
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|
2021
Q4 | $439K | Hold |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $336K | Hold |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $322K | Buy |
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|
2020
Q3 | $286K | Hold |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $634 | Buy |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $278K | Hold |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $244K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $31K | Hold |
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|
2015
Q2 | $33K | Buy |
|