TrueWealth 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 | $23.2M | Sell |
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|
2025
Q2 | $22.4M | Buy |
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|
2025
Q1 | $20.1M | Sell |
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|
2024
Q4 | $26.9M | Buy |
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|
2024
Q3 | $26.2M | Sell |
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|
2024
Q2 | $26.9M | Buy |
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|
2024
Q1 | $25.8M | Sell |
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|
2023
Q4 | $26.7M | Buy |
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|
2023
Q3 | $23.4M | Sell |
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|
2023
Q2 | $24.5M | Buy |
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|
2023
Q1 | $14.3M | Buy |
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|
2022
Q4 | $11M | Sell |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $7.03M | Buy |
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|
2022
Q1 | $8.56M | Hold |
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|
2021
Q4 | $8.56M | Buy |
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|
2021
Q3 | $7.69M | Sell |
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|
2021
Q2 | $7.77M | Sell |
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|
2021
Q1 | $8.08M | Buy |
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|
2020
Q4 | $3.81M | Buy |
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