Seaside Wealth Management’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 | $935K | Buy |
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|
2025
Q2 | $865K | Sell |
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|
2025
Q1 | $875K | Sell |
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|
2024
Q4 | $969K | Buy |
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|
2024
Q3 | $883K | Buy |
|
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|
2024
Q2 | $835K | Sell |
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|
2024
Q1 | $857K | Buy |
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|
2023
Q4 | $776K | Sell |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $743K | Buy |
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|
2023
Q1 | $664K | Buy |
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|
2022
Q4 | $618K | Sell |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $676K | Buy |
|