Sendero 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 | $1.17M | Hold |
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|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $981K | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $995K | Buy |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $931K | Buy |
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|
2023
Q3 | $714K | Hold |
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|
2023
Q2 | $741K | Sell |
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|
2023
Q1 | $816K | Buy |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $737K | Sell |
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|
2022
Q2 | $798K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $250K | Buy |
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