Sage Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $922K | Buy |
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|
2024
Q2 | $661K | Buy |
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|
2024
Q1 | $635K | Hold |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $476K | Hold |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $425K | Hold |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $483K | Buy |
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