Triune Financial Partners’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 | $804K | Buy |
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|
2025
Q2 | $744K | Buy |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $513K | Buy |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q2 | $338K | Buy |
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