Strategic Wealth 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
$46.7M Buy
2025
Q2
$1.95M Buy
2025
Q1
$1.45M Sell
2024
Q4
$38.7M Sell
2024
Q3
$40.4M Sell
2024
Q2
$42.7M Buy
2023
Q4
$36.8M Buy
2023
Q3
$31.9M Buy
2023
Q2
$32.7M Buy
2023
Q1
$29.6M Buy
2022
Q4
$23.4M Buy
2022
Q3
$17.7M Buy
2022
Q2
$17.6M Sell
2022
Q1
$22M Buy
2021
Q4
$19.5M Buy
2021
Q3
$16M Buy
2021
Q2
$13.1M Buy
2021
Q1
$9.63M Buy
2020
Q4
$7.5M Buy
2020
Q3
$5.51M Buy
2020
Q2
$3.84M Buy