Signature Wealth Management 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 | $243K | Hold |
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|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $515K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $274K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $104K | Sell |
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|
2018
Q2 | $187K | Hold |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $184K | Buy |
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