Rise 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 | $1.26M | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $963K | Buy |
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|
2024
Q4 | $756K | Buy |
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|
2024
Q3 | $650K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $126K | Buy |
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|
2022
Q1 | $145K | Sell |
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|
2021
Q4 | $426K | Buy |
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