Schechter Investment 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
Q1 | $29.2M | Sell |
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|
2024
Q4 | $33.2M | Sell |
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|
2024
Q3 | $32.7M | Sell |
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|
2024
Q2 | $32.1M | Sell |
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|
2024
Q1 | $30.9M | Sell |
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|
2023
Q4 | $29.2M | Sell |
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|
2023
Q3 | $26.4M | Buy |
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|
2023
Q2 | $26.8M | Buy |
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|
2023
Q1 | $24.5M | Sell |
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|
2022
Q4 | $23M | Buy |
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|
2022
Q3 | $21.3M | Buy |
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|
2022
Q2 | $3.53M | Buy |
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|
2022
Q1 | $4.04M | Sell |
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|
2021
Q4 | $4.84M | Buy |
|