Sage Financial Management 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 | $771K | Hold |
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|
2025
Q2 | $715K | Hold |
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|
2025
Q1 | $647K | Hold |
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|
2024
Q4 | $678K | Hold |
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|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $635K | Hold |
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|
2024
Q1 | $610K | Hold |
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|
2023
Q4 | $554K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $477K | Hold |
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|
2022
Q4 | $446K | Hold |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $316K | Sell |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $286K | Buy |
|