Sax Wealth Advisors’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 | $18.7M | Buy |
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|
2025
Q2 | $16.4M | Sell |
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|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $15.6M | Buy |
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|
2024
Q3 | $15.1M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $9.63M | Buy |
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|
2023
Q3 | $7.98M | Buy |
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|
2023
Q2 | $8.26M | Sell |
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|
2023
Q1 | $7.82M | Buy |
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|
2022
Q4 | $6.91M | Buy |
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|
2022
Q3 | $6.3M | Sell |
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|
2022
Q2 | $7.16M | Buy |
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|
2022
Q1 | $8.57M | Sell |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $9.36M | Buy |
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|
2021
Q2 | $9.3M | Sell |
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|
2021
Q1 | $9.71M | Buy |
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|
2020
Q4 | $8.51M | Buy |
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