Sovereign Financial 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 | $25.4M | Sell |
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|
2025
Q1 | $23.7M | Buy |
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|
2024
Q4 | $24.3M | Buy |
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|
2024
Q3 | $23.6M | Sell |
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|
2024
Q2 | $22.7M | Sell |
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|
2024
Q1 | $21.8M | Sell |
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|
2023
Q4 | $20.4M | Buy |
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|
2023
Q3 | $15.4M | Sell |
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|
2023
Q2 | $15.9M | Sell |
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|
2023
Q1 | $15.5M | Sell |
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|
2022
Q4 | $15M | Sell |
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|
2022
Q3 | $14.1M | Buy |
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|
2022
Q2 | $13.9M | Buy |
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|
2022
Q1 | $16M | Sell |
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|
2021
Q4 | $17.3M | Buy |
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|
2021
Q3 | $15.2M | Sell |
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|
2021
Q2 | $15.1M | Hold |
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|
2021
Q1 | $15.1M | Buy |
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|
2020
Q4 | $14.2M | Buy |
|