Trinity 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
Q3 | $42.1M | Sell |
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|
2025
Q2 | $40.2M | Sell |
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|
2025
Q1 | $34.9M | Sell |
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|
2024
Q4 | $38.1M | Sell |
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|
2024
Q3 | $46.4M | Sell |
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|
2024
Q2 | $46.4M | Sell |
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|
2024
Q1 | $46.6M | Sell |
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|
2023
Q4 | $42.4M | Sell |
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|
2023
Q3 | $39.3M | Sell |
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|
2023
Q2 | $41M | Buy |
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|
2023
Q1 | $36.4M | Buy |
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|
2022
Q4 | $33.8M | Sell |
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|
2022
Q3 | $31.7M | Buy |
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|
2022
Q2 | $33.1M | Buy |
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|
2022
Q1 | $31.5M | Sell |
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|
2021
Q4 | $37.5M | Buy |
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|
2021
Q3 | $26.2M | Buy |
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|
2021
Q2 | $20.3M | Buy |
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|
2021
Q1 | $18.3M | Sell |
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|
2020
Q4 | $17.6M | Buy |
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