SS&H 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 | $1.77M | Hold |
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|
2025
Q2 | $1.64M | Hold |
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|
2025
Q1 | $1.49M | Hold |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.38M | Hold |
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|
2023
Q4 | $1.25M | Hold |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q1 | $1.06M | Hold |
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|
2022
Q4 | $991K | Hold |
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|
2022
Q3 | $925K | Hold |
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|
2022
Q2 | $977K | Hold |
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|
2022
Q1 | $1.17M | Buy |
|