Roberts Wealth 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
Q2 | $2.11M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $2.28M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.08M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $1.86M | Sell |
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|
2023
Q1 | $1.72M | Hold |
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|
2022
Q4 | $1.61M | Hold |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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