Safeguard Financial’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
Q1 | $2.79M | Buy |
|
|||||
|
2024
Q4 | $2.51M | Buy |
|
|||||
|
2024
Q3 | $2.19M | Buy |
|
|||||
|
2024
Q2 | $1.98M | Buy |
|
|||||
|
2024
Q1 | $1.86M | Sell |
|
|||||
|
2023
Q4 | $1.7M | Sell |
|
|||||
|
2023
Q3 | $1.88M | Sell |
|
|||||
|
2023
Q2 | $2.02M | Buy |
|
|||||
|
2023
Q1 | $1.22M | Hold |
|
|||||
|
2022
Q4 | $1.14M | Buy |
|
|||||
|
2022
Q3 | $249K | Sell |
|
|||||
|
2022
Q2 | $284K | Buy |
|
|||||
|
2022
Q1 | $313K | Buy |
|