Steward Partners Investment Advisory’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 | $181M | Buy |
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|
2025
Q1 | $135M | Buy |
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|
2024
Q4 | $138M | Buy |
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|
2024
Q3 | $126M | Buy |
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|
2024
Q2 | $107M | Sell |
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|
2024
Q1 | $105M | Buy |
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|
2023
Q4 | $94.2M | Buy |
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|
2023
Q3 | $76.6M | Sell |
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|
2023
Q2 | $81.2M | Buy |
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|
2023
Q1 | $74.3M | Buy |
|
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|
2022
Q4 | $57.5M | Sell |
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|
2022
Q3 | $54.6M | Buy |
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|
2022
Q2 | $51.6M | Sell |
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|
2022
Q1 | $65.3M | Buy |
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|
2021
Q4 | $65M | Buy |
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|
2021
Q3 | $56.6M | Sell |
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|
2021
Q2 | $58.9M | Sell |
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|
2021
Q1 | $73.2M | Buy |
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|
2020
Q4 | $51.2M | Buy |
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|
2020
Q3 | $42.5M | Sell |
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|
2020
Q2 | $41.7M | Buy |
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|
2020
Q1 | $28.1M | Sell |
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|
2019
Q4 | $43.8M | Buy |
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|
2019
Q3 | $37.2M | Sell |
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|
2019
Q2 | $37M | Buy |
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|
2019
Q1 | $34.2M | Buy |
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|
2018
Q4 | $19.8M | Sell |
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|
2018
Q3 | $64M | Buy |
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|
2018
Q2 | $56M | Sell |
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|
2018
Q1 | $56.9M | Buy |
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|
2017
Q4 | $49.8M | Buy |
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|
2017
Q3 | $40.5M | Buy |
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|
2017
Q2 | $36.5M | Buy |
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|
2017
Q1 | $28.9M | Buy |
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|
2016
Q4 | $2.14M | Buy |
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