Souders Financial 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 | $1.22M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $966K | Buy |
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|
2024
Q2 | $884K | Buy |
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|
2024
Q1 | $838K | Sell |
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|
2023
Q4 | $856K | Buy |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $961K | Buy |
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|
2022
Q3 | $497K | Sell |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $533K | Hold |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | $287K | Buy |
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|
2020
Q1 | $232K | Buy |
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