SageView 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 | $10.4M | Buy |
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|
2025
Q2 | $6.9M | Sell |
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|
2025
Q1 | $6.1M | Buy |
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|
2024
Q4 | $6.38M | Buy |
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|
2024
Q3 | $6.12M | Sell |
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|
2024
Q2 | $6.31M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $10.5M | Sell |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $11.2M | Buy |
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|
2023
Q1 | $7.42M | Sell |
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|
2022
Q4 | $8.31M | Buy |
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