Sanchez Wealth 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 | $36.3M | Buy |
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|
2025
Q2 | $33.6M | Buy |
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|
2025
Q1 | $29.3M | Buy |
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|
2024
Q4 | $28.8M | Buy |
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|
2024
Q3 | $25.7M | Buy |
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|
2024
Q2 | $22.6M | Buy |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $15.8M | Buy |
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|
2023
Q3 | $14.1M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $11.8M | Buy |
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|
2022
Q3 | $10.7M | Buy |
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|
2022
Q2 | $11.3M | Buy |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $11M | Buy |
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|
2021
Q1 | $9.68M | Buy |
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|
2020
Q4 | $8.79M | Buy |
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|
2020
Q3 | $2.91M | Sell |
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|
2020
Q2 | $3M | Buy |
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|
2020
Q1 | $1.71M | Buy |
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|
2019
Q4 | $656K | Buy |
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|
2019
Q3 | $244K | Buy |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $277K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $358K | Hold |
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|
2018
Q1 | $340K | Hold |
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|
2017
Q4 | $362K | Buy |
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