Sightline Wealth Advisors’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 | $5.7M | Sell |
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|
2025
Q2 | $5.32M | Sell |
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|
2025
Q1 | $4.91M | Sell |
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|
2024
Q4 | $5.19M | Buy |
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|
2024
Q3 | $5.07M | Buy |
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|
2024
Q2 | $4.8M | Buy |
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|
2024
Q1 | $4.6M | Buy |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $3.69M | Buy |
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|
2023
Q2 | $3.52M | Hold |
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|
2023
Q1 | $3.52M | Sell |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $3.03M | Buy |
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|
2022
Q2 | $3.09M | Buy |
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|
2022
Q1 | $3.36M | Sell |
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|
2021
Q4 | $3.6M | Buy |
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|
2021
Q3 | $3.23M | Sell |
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|
2021
Q2 | $3.31M | Sell |
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|
2021
Q1 | $3.1M | Sell |
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|
2020
Q4 | $3.04M | Buy |
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