Safeguard Investment Advisory Group’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 | $38.7M | Sell |
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|
2025
Q2 | $38.3M | Buy |
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|
2025
Q1 | $33.8M | Sell |
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|
2024
Q4 | $35.4M | Buy |
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|
2024
Q3 | $33.6M | Buy |
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|
2024
Q2 | $30.1M | Buy |
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|
2024
Q1 | $26.3M | Buy |
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|
2023
Q4 | $22.1M | Buy |
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|
2023
Q3 | $18.6M | Buy |
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|
2023
Q2 | $18M | Buy |
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|
2023
Q1 | $14.9M | Buy |
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|
2022
Q4 | $9.67M | Buy |
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|
2022
Q3 | $7.28M | Buy |
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|
2022
Q2 | $3.02M | Hold |
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|
2022
Q1 | $3.02M | Buy |
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|
2021
Q4 | $2.31M | Sell |
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|
2021
Q3 | $2.15M | Sell |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $2.22M | Sell |
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|
2020
Q4 | $2.12M | Buy |
|