Summit Wealth Partners’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
$10.2M Buy
2025
Q1
$8.5M Buy
2024
Q4
$8.22M Sell
2024
Q3
$8.68M Sell
2024
Q2
$8.28M Sell
2024
Q1
$8.02M Buy
2023
Q4
$7.24M Buy
2023
Q3
$6.5M Buy
2023
Q2
$6.73M Buy
2023
Q1
$6.17M Sell
2022
Q4
$5.82M Buy
2022
Q3
$5.4M Buy
2022
Q2
$5.69M Buy
2022
Q1
$6.8M Sell
2021
Q4
$7.18M Buy
2021
Q3
$6.43M Buy
2021
Q2
$6.4M Sell
2021
Q1
$5.94M Sell
2020
Q4
$5.61M Buy
2020
Q3
$5M Sell
2020
Q2
$4.76M Sell
2020
Q1
$4.02M Buy
2019
Q4
$4.16M Buy