Tru Independence Asset Management 2’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 | $701K | Sell |
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|
2025
Q1 | $786K | Buy |
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|
2024
Q4 | $770K | Hold |
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|
2024
Q3 | $754K | Buy |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q3 | $603K | Sell |
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|
2022
Q2 | $735K | Sell |
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|
2022
Q1 | $29.3M | Buy |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $4.33M | Sell |
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|
2021
Q2 | $4.44M | Buy |
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|
2021
Q1 | $3.7M | Buy |
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|
2020
Q4 | $2M | Buy |
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