Trevian 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
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $971K | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $830K | Buy |
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|
2022
Q2 | $741K | Buy |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $625K | Buy |
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