Straight Path Wealth Management’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 | $334K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $602K | Hold |
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|
2023
Q2 | $625K | Buy |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $736K | Buy |
|