SimplyRich’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 | $462K | Hold |
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|
2025
Q2 | $428K | Hold |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $406K | Hold |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $518K | Hold |
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|
2024
Q1 | $498K | Hold |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $364K | Hold |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $359K | Hold |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $452K | Hold |
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|
2021
Q3 | $408K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $275K | Buy |
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|
2020
Q4 | $208K | Buy |
|