SevenBridge Financial Group’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 | $597K | Sell |
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|
2025
Q2 | $822K | Buy |
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|
2025
Q1 | $560K | Sell |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $949K | Buy |
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|
2021
Q3 | $835K | Buy |
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|
2021
Q2 | $580K | Sell |
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|
2021
Q1 | $541K | Hold |
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|
2020
Q4 | $510K | Sell |
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|
2020
Q3 | $462K | Hold |
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|
2020
Q2 | $425K | Buy |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $418K | Sell |
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|
2019
Q3 | $387K | Sell |
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|
2019
Q2 | $385K | Buy |
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|
2019
Q1 | $198K | Sell |
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|
2018
Q4 | $186K | Sell |
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|
2018
Q3 | $221K | Sell |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $207K | Sell |
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|
2017
Q4 | $395K | Hold |
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|
2017
Q3 | $372K | Sell |
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|
2017
Q2 | $365K | Hold |
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|
2017
Q1 | $353K | Sell |
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|
2016
Q4 | $402K | Hold |
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|
2016
Q3 | $402K | Sell |
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|
2016
Q2 | $408K | Buy |
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