SMART Wealth’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 | $1.05M | Buy |
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|
2025
Q2 | $900K | Buy |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $803K | Buy |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $777K | Sell |
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|
2022
Q4 | $3.3M | Buy |
|