Tower View 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 | $5.32M | Sell |
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|
2025
Q2 | $5.03M | Sell |
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|
2025
Q1 | $4.6M | Sell |
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|
2024
Q4 | $4.88M | Buy |
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|
2024
Q3 | $4.76M | Sell |
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|
2024
Q2 | $4.57M | Buy |
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|
2024
Q1 | $4.38M | Sell |
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|
2023
Q4 | $4M | Buy |
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|
2023
Q3 | $3.59M | Sell |
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|
2023
Q2 | $3.77M | Sell |
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|
2023
Q1 | $3.77M | Sell |
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|
2022
Q4 | $3.53M | Buy |
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|
2022
Q3 | $3.29M | Buy |
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|
2022
Q2 | $3.46M | Sell |
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|
2022
Q1 | $4.19M | Sell |
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|
2021
Q4 | $4.51M | Sell |
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|
2021
Q3 | $4.21M | Sell |
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|
2021
Q2 | $4.26M | Sell |
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|
2021
Q1 | $4.13M | Sell |
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|
2020
Q4 | $4.22M | Sell |
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|
2020
Q3 | $3.94M | Sell |
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|
2020
Q2 | $3.72M | Sell |
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|
2020
Q1 | $3.91M | Buy |
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|
2019
Q4 | $4.7M | Sell |
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|
2019
Q3 | $4.38M | Sell |
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|
2019
Q2 | $4.38M | Sell |
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|
2019
Q1 | $4.3M | Buy |
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|
2018
Q4 | $3.58M | Buy |
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|
2018
Q3 | $3.87M | Buy |
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|
2018
Q2 | $3.58M | Buy |
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|
2018
Q1 | $3.38M | Buy |
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|
2017
Q4 | $3.21M | Buy |
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