TCI Wealth Advisors’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 | $10.2M | Buy |
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|
2025
Q2 | $9.19M | Buy |
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|
2025
Q1 | $5.21M | Sell |
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|
2024
Q4 | $5.65M | Sell |
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|
2024
Q3 | $5.54M | Sell |
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|
2024
Q2 | $5.3M | Sell |
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|
2024
Q1 | $5.11M | Sell |
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|
2023
Q4 | $4.68M | Sell |
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|
2023
Q3 | $4.28M | Sell |
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|
2023
Q2 | $4.47M | Buy |
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|
2023
Q1 | $3.97M | Buy |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $3.48M | Sell |
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|
2021
Q3 | $3.17M | Sell |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.62M | Sell |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.3M | Sell |
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|
2020
Q2 | $2.43M | Buy |
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|
2020
Q1 | $2.02M | Sell |
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|
2019
Q4 | $2.65M | Buy |
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|
2019
Q3 | $2.06M | Buy |
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|
2019
Q2 | $2.03M | Sell |
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|
2019
Q1 | $2.07M | Sell |
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|
2018
Q4 | $2M | Sell |
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|
2018
Q3 | $2.34M | Sell |
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|
2018
Q2 | $2.21M | Sell |
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|
2018
Q1 | $2.15M | Sell |
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|
2017
Q4 | $2.43M | Buy |
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|
2017
Q3 | $2.15M | Sell |
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|
2017
Q2 | $2.14M | Hold |
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|
2017
Q1 | $2.08M | Sell |
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|
2016
Q4 | $2.04M | Sell |
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|
2016
Q3 | $2.05M | Sell |
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|
2016
Q2 | $1.98M | Sell |
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|
2016
Q1 | $1.95M | Buy |
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|
2015
Q4 | $1.85M | Sell |
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|
2015
Q3 | $1.83M | Buy |
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|
2015
Q2 | $1.55M | Buy |
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|
2015
Q1 | $1.48M | Buy |
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|
2014
Q4 | $1.45M | Sell |
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|
2014
Q3 | $1.45M | Buy |
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|
2014
Q2 | $1.44M | Sell |
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|
2014
Q1 | $1.93M | Sell |
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|
2013
Q4 | $1.94M | Buy |
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|
2013
Q3 | $1.39M | Sell |
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|
2013
Q2 | $1.38M | Buy |
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