Symphony Financial’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 | $11.6M | Buy |
|
|||||
|
2025
Q1 | $309K | Sell |
|
|||||
|
2024
Q4 | $8.5M | Buy |
|
|||||
|
2024
Q3 | $6.05M | Sell |
|
|||||
|
2024
Q2 | $5.83M | Buy |
|
|||||
|
2024
Q1 | $3.48M | Sell |
|
|||||
|
2023
Q4 | $4.83M | Buy |
|
|||||
|
2023
Q3 | $2.24M | Sell |
|
|||||
|
2023
Q2 | $2.46M | Buy |
|
|||||
|
2023
Q1 | $2.12M | Sell |
|
|||||
|
2022
Q4 | $2.82M | Sell |
|
|||||
|
2022
Q3 | $3.42M | Buy |
|
|||||
|
2022
Q2 | $3.42M | Sell |
|
|||||
|
2022
Q1 | $4.2M | Buy |
|
|||||
|
2021
Q4 | $2.73M | Sell |
|
|||||
|
2021
Q3 | $2.53M | Buy |
|
|||||
|
2021
Q2 | $2.21M | Sell |
|
|||||
|
2021
Q1 | $3.2M | Sell |
|
|||||
|
2020
Q4 | $7.46M | Buy |
|
|||||
|
2020
Q3 | $5.23M | Buy |
|
|||||
|
2020
Q2 | $3.23M | Sell |
|
|||||
|
2020
Q1 | $6.99M | Buy |
|