Second Half 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
Q2 | $11.5M | Buy |
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|
2025
Q1 | $5.65M | Buy |
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|
2024
Q4 | $4.34M | Buy |
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|
2024
Q3 | $4.08M | Sell |
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|
2024
Q2 | $6.53M | Buy |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | $4.14M | Sell |
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|
2023
Q3 | $3.78M | Sell |
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|
2023
Q2 | $4.64M | Buy |
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|
2023
Q1 | $3.85M | Sell |
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|
2022
Q4 | $5.12M | Buy |
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|
2022
Q3 | $3.3M | Sell |
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|
2022
Q2 | $4.27M | Hold |
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|
2022
Q1 | $4.27M | Buy |
|