Tilia Fiduciary Partners’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 | $400K | Sell |
|
|||||
|
2025
Q2 | $459K | Buy |
|
|||||
|
2025
Q1 | $411K | Buy |
|
|||||
|
2024
Q4 | $371K | Buy |
|
|||||
|
2024
Q3 | $340K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $121K | Buy |
|
|||||
|
2023
Q1 | $104K | Sell |
|
|||||
|
2022
Q4 | $112K | Sell |
|
|||||
|
2022
Q3 | $106K | Buy |
|
|||||
|
2022
Q2 | $112K | Sell |
|
|||||
|
2022
Q1 | $138K | Buy |
|
|||||
|
2021
Q4 | $141K | Buy |
|