Taylor & Morgan 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 | $30M | Buy |
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|
2025
Q2 | $27.5M | Sell |
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|
2025
Q1 | $25M | Buy |
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|
2024
Q4 | $25.9M | Sell |
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|
2024
Q3 | $29.1M | Sell |
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|
2024
Q2 | $27.6M | Buy |
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|
2024
Q1 | $25M | Buy |
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|
2023
Q4 | $22.2M | Buy |
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|
2023
Q3 | $19.3M | Sell |
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|
2023
Q2 | $20.4M | Buy |
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|
2023
Q1 | $17.5M | Buy |
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|
2022
Q4 | $14.2M | Buy |
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|
2022
Q3 | $12.9M | Sell |
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|
2022
Q2 | $14.4M | Buy |
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|
2022
Q1 | $16.2M | Buy |
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|
2021
Q4 | $14.8M | Buy |
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