Roth Financial Partners’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 | $35.5M | Sell |
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|
2025
Q2 | $33.3M | Sell |
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|
2025
Q1 | $30.5M | Sell |
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|
2024
Q4 | $32.5M | Sell |
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|
2024
Q3 | $32.4M | Sell |
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|
2024
Q2 | $31M | Sell |
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|
2024
Q1 | $30.2M | Sell |
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|
2023
Q4 | $27.9M | Sell |
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|
2023
Q3 | $26M | Sell |
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|
2023
Q2 | $28M | Sell |
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|
2023
Q1 | $26.1M | Sell |
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|
2022
Q4 | $24.6M | Sell |
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|
2022
Q3 | $23.2M | Buy |
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|
2022
Q2 | $22.9M | Buy |
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|
2022
Q1 | $26.3M | Buy |
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|
2021
Q4 | $27.4M | Buy |
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|
2021
Q3 | $24.3M | Buy |
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|
2021
Q2 | $23.9M | Buy |
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|
2021
Q1 | $21M | Buy |
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|
2020
Q4 | $18.4M | Buy |
|