SC&H Financial 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
Q2 | $3.57M | Sell |
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|
2025
Q1 | $3.62M | Sell |
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|
2024
Q4 | $3.81M | Sell |
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|
2024
Q3 | $3.88M | Buy |
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|
2024
Q2 | $3.68M | Sell |
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|
2024
Q1 | $3.64M | Buy |
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|
2023
Q4 | $3.12M | Buy |
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|
2023
Q3 | $2.8M | Buy |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $2.65M | Buy |
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|
2022
Q3 | $2.44M | Sell |
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|
2022
Q2 | $2.64M | Sell |
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|
2022
Q1 | $3.55M | Buy |
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|
2021
Q4 | $3.19M | Buy |
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