Sound View Wealth Advisors Group’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 | $12.2M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $8.05M | Buy |
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|
2024
Q1 | $7.61M | Buy |
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|
2023
Q4 | $4.79M | Sell |
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|
2023
Q3 | $4.46M | Buy |
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|
2023
Q2 | $4.29M | Buy |
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|
2023
Q1 | $3.81M | Sell |
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|
2022
Q4 | $4.79M | Buy |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $679K | Buy |
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|
2021
Q1 | $566K | Buy |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | $372K | Buy |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $402K | Buy |
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|
2019
Q3 | $341K | Hold |
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|
2019
Q2 | $336K | Buy |
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