Soltis Investment 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
Q2 | $22.3M | Sell |
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|
2025
Q1 | $30.7M | Buy |
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|
2024
Q4 | $18.9M | Buy |
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|
2024
Q3 | $17.4M | Buy |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $14M | Buy |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $11.7M | Sell |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $9.7M | Buy |
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|
2022
Q3 | $8.36M | Sell |
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|
2022
Q2 | $8.93M | Buy |
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|
2022
Q1 | $6.79M | Sell |
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|
2021
Q4 | $7.2M | Buy |
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|
2021
Q3 | $5.47M | Buy |
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|
2021
Q2 | $5.21M | Sell |
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|
2021
Q1 | $5.11M | Buy |
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|
2020
Q4 | $4.68M | Buy |
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|
2020
Q3 | $3.75M | Buy |
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|
2020
Q2 | $3.26M | Sell |
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|
2020
Q1 | $2.75M | Buy |
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|
2019
Q4 | $3.35M | Buy |
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