Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $41.5M | Sell |
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|
2024
Q2 | $39.6M | Sell |
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|
2024
Q1 | $40.4M | Buy |
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|
2023
Q4 | $30.9M | Buy |
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|
2023
Q3 | $27.2M | Buy |
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|
2023
Q2 | $25.5M | Buy |
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|
2023
Q1 | $22.7M | Buy |
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|
2022
Q4 | $16.8M | Buy |
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|
2022
Q3 | $15.3M | Buy |
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|
2022
Q2 | $13M | Sell |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $14.9M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q2 | $12.3M | Sell |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $11.4M | Buy |
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