Tanager Wealth Management’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 | $2M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $932K | Buy |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $443K | Hold |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $252K | Buy |
|