Selective 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 | $2.39M | Sell |
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|
2025
Q2 | $2.23M | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $2.35M | Buy |
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|
2022
Q4 | $2.44M | Buy |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $873K | Buy |
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|
2021
Q3 | $147K | Buy |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $49K | Sell |
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|
2020
Q4 | $74K | Buy |
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|
2020
Q3 | $14K | Buy |
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