SOA 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 | $3.14M | Sell |
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|
2025
Q2 | $2.97M | Sell |
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|
2025
Q1 | $2.7M | Sell |
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|
2024
Q4 | $2.95M | Sell |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.8M | Buy |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $2.09M | Sell |
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|
2023
Q2 | $2.35M | Sell |
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|
2023
Q1 | $2.22M | Sell |
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|
2022
Q4 | $2.08M | Sell |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $2.47M | Buy |
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|
2021
Q4 | $2.6M | Buy |
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|
2021
Q3 | $2.12M | Sell |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $1.94M | Buy |
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