Secure Asset 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 | $6.94M | Sell |
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|
2025
Q2 | $16.3M | Buy |
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|
2025
Q1 | $5.14M | Buy |
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|
2024
Q4 | $3.07M | Buy |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $866K | Buy |
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|
2023
Q3 | $745K | Buy |
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|
2023
Q2 | $657K | Sell |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $715K | Buy |
|