Sterling Financial Planning’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 | $1.67M | Sell |
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|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.47M | Hold |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.56M | Sell |
|
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.41M | Sell |
|
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.17M | Buy |
|
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|
2023
Q2 | $1.21M | Buy |
|
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $992K | Sell |
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|
2022
Q2 | $1.05M | Buy |
|
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.06M | Buy |
|