Stonegate Investment 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
Q3 | $2.65M | Buy |
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|
2025
Q2 | $2.46M | Sell |
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|
2025
Q1 | $2.33M | Buy |
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|
2024
Q4 | $2.32M | Buy |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $721K | Buy |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $467K | Hold |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $207K | Buy |
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