Rockwood 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 | $1.38M | Hold |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $872K | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $915K | Buy |
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|
2024
Q1 | $868K | Buy |
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|
2023
Q4 | $776K | Sell |
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|
2023
Q3 | $745K | Sell |
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|
2023
Q2 | $839K | Buy |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $160K | Sell |
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|
2022
Q2 | $171K | Sell |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $281K | Buy |
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