RF&L 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 | $504K | Hold |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $437K | Hold |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $458K | Hold |
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|
2024
Q1 | $440K | Hold |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $373K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $322K | Buy |
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