Sterling 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
$3.96M Buy
2025
Q1
$3.54M Hold
2024
Q4
$3.71M Sell
2024
Q3
$3.97M Hold
2024
Q2
$3.77M Buy
2024
Q1
$3.31M Hold
2023
Q4
$3.01M Hold
2023
Q3
$2.71M Hold
2023
Q2
$2.81M Hold
2023
Q1
$2.42M Hold
2022
Q4
$2.42M Buy