Summit Investment Advisory Services’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 | $1.88M | Sell |
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|
2025
Q2 | $1.75M | Buy |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $735K | Buy |
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $637K | Buy |
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