TPG Financial 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
Q2 | $450K | Sell |
|
|||||
|
2025
Q1 | $564K | Sell |
|
|||||
|
2024
Q4 | $708K | Buy |
|
|||||
|
2024
Q3 | $539K | Hold |
|
|||||
|
2024
Q2 | $512K | Buy |
|
|||||
|
2023
Q4 | $467K | Hold |
|
|||||
|
2023
Q3 | $420K | Sell |
|
|||||
|
2023
Q2 | $465K | Hold |
|
|||||
|
2023
Q1 | $429K | Sell |
|
|||||
|
2022
Q4 | $402K | Buy |
|
|||||
|
2022
Q3 | $368K | Hold |
|
|||||
|
2022
Q2 | $389K | Hold |
|
|||||
|
2022
Q1 | $465K | Hold |
|
|||||
|
2021
Q4 | $489K | Sell |
|
|||||
|
2021
Q3 | $453K | Buy |
|
|||||
|
2021
Q2 | $440K | Sell |
|
|||||
|
2021
Q1 | $463K | Sell |
|
|||||
|
2020
Q4 | $454K | Buy |
|
|||||
|
2020
Q3 | $384K | Hold |
|
|||||
|
2020
Q2 | $354K | Sell |
|
|||||
|
2020
Q1 | $399K | Sell |
|
|||||
|
2019
Q4 | $567K | Sell |
|
|||||
|
2019
Q3 | $536K | Sell |
|
|||||
|
2019
Q2 | $575K | Sell |
|
|||||
|
2019
Q1 | $560K | Buy |
|
|||||
|
2018
Q4 | $429K | Buy |
|