Ritter Daniher Financial Advisory’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 | $714K | Buy |
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|
2025
Q2 | $657K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q2 | $602K | Sell |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $613K | Hold |
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|
2023
Q1 | $566K | Hold |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $537K | Buy |
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|
2021
Q4 | $538K | Hold |
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|
2021
Q3 | $486K | Hold |
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|
2021
Q2 | $485K | Sell |
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|
2021
Q1 | $468K | Sell |
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|
2020
Q4 | $450K | Buy |
|