Transform Wealth’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
Q1 | $10.4M | Sell |
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|
2024
Q4 | $33.4M | Sell |
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|
2024
Q3 | $41.8M | Buy |
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|
2024
Q2 | $36.2M | Buy |
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|
2024
Q1 | $30.4M | Sell |
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|
2023
Q4 | $34.6M | Buy |
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|
2023
Q3 | $30.1M | Buy |
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|
2023
Q2 | $30M | Buy |
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|
2023
Q1 | $23.7M | Buy |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $8.72M | Buy |
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|
2022
Q2 | $3.17M | Sell |
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|
2022
Q1 | $8.84M | Buy |
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|
2021
Q4 | $8.56M | Buy |
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|
2021
Q3 | $6.84M | Buy |
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|
2021
Q2 | $6.58M | Buy |
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|
2021
Q1 | $5.38M | Sell |
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|
2020
Q4 | $5.23M | Sell |
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|
2020
Q3 | $6.67M | Sell |
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|
2020
Q2 | $6.27M | Sell |
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|
2020
Q1 | $10M | Sell |
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|
2019
Q4 | $18.5M | Buy |
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|
2019
Q3 | $16.6M | Sell |
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|
2019
Q2 | $16.7M | Sell |
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|
2019
Q1 | $21.5M | Buy |
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|
2018
Q4 | $15.8M | Buy |
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|
2018
Q3 | $7.62M | Buy |
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|
2018
Q2 | $6.21M | Sell |
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|
2018
Q1 | $6.95M | Sell |
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|
2017
Q4 | $8.07M | Buy |
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|
2017
Q3 | $6.31M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.55M | Sell |
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|
2016
Q4 | $4.41M | Buy |
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|
2016
Q3 | $3.52M | Buy |
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|
2016
Q2 | $3.35M | Buy |
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