Stegner Investment Associates’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 | $785K | Buy |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $743K | Buy |
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|
2024
Q3 | $558K | Buy |
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|
2024
Q2 | $528K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $413K | Buy |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $693K | Buy |
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|
2022
Q1 | $635K | Hold |
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|
2021
Q4 | $668K | Sell |
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|
2021
Q3 | $606K | Hold |
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|
2021
Q2 | $604K | Buy |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $316K | Buy |
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