Steph & Co’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 | $4.47M | Hold |
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|
2025
Q2 | $4.14M | Sell |
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|
2025
Q1 | $4.06M | Sell |
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|
2024
Q4 | $4.31M | Sell |
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|
2024
Q3 | $4.83M | Hold |
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|
2024
Q2 | $4.58M | Sell |
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|
2024
Q1 | $4.47M | Hold |
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|
2023
Q4 | $4.06M | Sell |
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|
2023
Q3 | $3.91M | Sell |
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|
2023
Q2 | $4.07M | Sell |
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|
2023
Q1 | $3.8M | Sell |
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|
2022
Q4 | $3.57M | Sell |
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|
2022
Q3 | $3.34M | Sell |
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|
2022
Q2 | $3.53M | Sell |
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|
2022
Q1 | $4.26M | Buy |
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|
2021
Q4 | $4.47M | Buy |
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|
2021
Q3 | $3.94M | Sell |
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|
2021
Q2 | $3.97M | Buy |
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|
2021
Q1 | $3.63M | Hold |
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|
2020
Q4 | $3.42M | Hold |
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|
2020
Q3 | $3.06M | Sell |
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|
2020
Q2 | $2.91M | Sell |
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|
2020
Q1 | $2.46M | Sell |
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|
2019
Q4 | $3.24M | Buy |
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