TFC Financial 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
$1.67M Sell
2025
Q1
$1.59M Sell
2024
Q4
$1.78M Buy
2024
Q3
$1.74M Buy
2024
Q2
$1.65M Sell
2024
Q1
$1.68M Sell
2023
Q4
$1.57M Sell
2023
Q3
$1.44M Sell
2023
Q2
$1.51M Buy
2023
Q1
$1.35M Buy
2022
Q4
$605K Buy
2022
Q3
$564K Buy
2022
Q2
$595K Buy
2022
Q1
$681K Sell
2021
Q4
$832K Buy
2021
Q3
$532K Buy
2021
Q2
$508K Sell
2021
Q1
$478K Sell
2020
Q4
$457K Sell
2020
Q3
$480K Buy