TRUE Private Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $2.99M | Sell |
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|
2024
Q4 | $3.28M | Buy |
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|
2024
Q3 | $3.12M | Sell |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $3.13M | Buy |
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|
2023
Q4 | $2.8M | Sell |
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|
2023
Q3 | $2.58M | Sell |
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|
2023
Q2 | $4.14M | Sell |
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|
2023
Q1 | $4.86M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.61M | Buy |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $207K | Sell |
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|
2020
Q1 | $186K | Sell |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $1.44M | Sell |
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|
2019
Q2 | $1.43M | Sell |
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|
2019
Q1 | $2.23M | Sell |
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|
2018
Q4 | $6.22M | Buy |
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|
2018
Q3 | $5.08M | Sell |
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|
2018
Q2 | $4.76M | Sell |
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|
2018
Q1 | $4.67M | Buy |
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|
2017
Q4 | $4.51M | Buy |
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