Sandbox Financial Partners’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
$16.1M Buy
2025
Q2
$13.9M Buy
2025
Q1
$11.5M Buy
2024
Q4
$11.8M Buy
2024
Q3
$10.3M Buy
2024
Q2
$9.02M Buy
2024
Q1
$7.89M Buy
2023
Q4
$6.71M Buy
2023
Q3
$5.49M Buy
2023
Q2
$4.32M Buy
2023
Q1
$3.61M Buy
2022
Q4
$3.2M Sell
2022
Q3
$3.01M Buy
2022
Q2
$2.97M Buy
2022
Q1
$3.07M Buy
2021
Q4
$342K Sell
2021
Q3
$343K Sell
2021
Q2
$346K Sell
2021
Q1
$330K Buy
2020
Q4
$299K Buy