StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $32.2M | Sell |
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|
2023
Q3 | $29M | Buy |
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|
2023
Q2 | $29.3M | Sell |
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|
2023
Q1 | $29.1M | Sell |
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|
2022
Q4 | $28.6M | Buy |
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|
2022
Q3 | $25.7M | Buy |
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|
2022
Q2 | $25.5M | Buy |
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|
2022
Q1 | $30.1M | Buy |
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|
2021
Q4 | $29.5M | Buy |
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|
2021
Q3 | $873K | Buy |
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|
2021
Q2 | $742K | Buy |
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|
2021
Q1 | $560K | Buy |
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|
2020
Q4 | $495K | Buy |
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|
2020
Q3 | $421K | Hold |
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|
2020
Q2 | $387K | Hold |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $356K | Hold |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $381K | Sell |
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|
2018
Q3 | $554K | Buy |
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|
2018
Q2 | $517K | Hold |
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|
2018
Q1 | $501K | Buy |
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|
2017
Q4 | $406K | Sell |
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|
2017
Q3 | $845K | Sell |
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|
2017
Q2 | $934K | Sell |
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|
2017
Q1 | $914K | Buy |
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|
2016
Q4 | $808K | Buy |
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|
2016
Q3 | $773K | Buy |
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|
2016
Q2 | $659K | Buy |
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|
2016
Q1 | $638K | Sell |
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|
2015
Q4 | $641K | Buy |
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