Tanglewood 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
Q2 | $1.47M | Hold |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.45M | Hold |
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|
2024
Q3 | $1.42M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $541K | Hold |
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|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $488K | Buy |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $380K | Hold |
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|
2020
Q3 | $341K | Hold |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $262K | Hold |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $302K | Hold |
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|
2019
Q2 | $298K | Hold |
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|
2019
Q1 | $287K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $296K | Hold |
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|
2018
Q2 | $276K | Hold |
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|
2018
Q1 | $268K | Hold |
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|
2017
Q4 | $271K | Hold |
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|
2017
Q3 | $256K | Sell |
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|
2017
Q2 | $247K | Buy |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $229K | Buy |
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|
2016
Q3 | $220K | Hold |
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|
2016
Q2 | $213K | Hold |
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|
2016
Q1 | $209K | Hold |
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|
2015
Q4 | $207K | Buy |
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