Stewardship Advisors’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 | $511K | Sell |
|
|||||
|
2025
Q2 | $589K | Buy |
|
|||||
|
2025
Q1 | $351K | Sell |
|
|||||
|
2024
Q4 | $728K | Hold |
|
|||||
|
2024
Q3 | $713K | Hold |
|
|||||
|
2024
Q2 | $676K | Buy |
|
|||||
|
2024
Q1 | $642K | Sell |
|
|||||
|
2023
Q4 | $877K | Buy |
|
|||||
|
2023
Q3 | $409K | Buy |
|
|||||
|
2023
Q2 | $376K | Buy |
|
|||||
|
2023
Q1 | $256K | Hold |
|
|||||
|
2022
Q4 | $239K | Sell |
|
|||||
|
2022
Q3 | $342K | Buy |
|
|||||
|
2022
Q2 | $332K | Sell |
|
|||||
|
2022
Q1 | $415K | Buy |
|
|||||
|
2021
Q4 | $435K | Buy |
|
|||||
|
2021
Q3 | $302K | Hold |
|
|||||
|
2021
Q2 | $301K | Buy |
|