Summit Financial Wealth 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 | $3.88M | Sell |
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|
2025
Q2 | $3.59M | Buy |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $2.97M | Buy |
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|
2024
Q2 | $2.76M | Buy |
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|
2024
Q1 | $2.65M | Sell |
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|
2023
Q4 | $2.75M | Hold |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.6M | Buy |
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|
2023
Q1 | $2.17M | Buy |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $2.37M | Sell |
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|
2022
Q2 | $2.54M | Buy |
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|
2022
Q1 | $2.66M | Sell |
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|
2021
Q4 | $3.07M | Buy |
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|
2021
Q3 | $2.69M | Sell |
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|
2021
Q2 | $2.78M | Sell |
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|
2021
Q1 | $2.83M | Buy |
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|
2020
Q4 | $2.41M | Sell |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.41M | Buy |
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|
2020
Q1 | $1.99M | Sell |
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|
2019
Q4 | $2.59M | Buy |
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|
2019
Q3 | $2.22M | Buy |
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|
2019
Q2 | $2.19M | Sell |
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|
2019
Q1 | $2.96M | Buy |
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|
2018
Q4 | $2.36M | Buy |
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|
2018
Q3 | $848K | Sell |
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|
2018
Q2 | $1.11M | Hold |
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|
2018
Q1 | $1.11M | Sell |
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|
2017
Q4 | $1.16M | Buy |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.43M | Sell |
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|
2016
Q4 | $1.36M | Sell |
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|
2016
Q3 | $4.29M | Sell |
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|
2016
Q2 | $4.26M | Sell |
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|
2016
Q1 | $7.11M | Buy |
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|
2015
Q4 | $4.28M | Buy |
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