TruWealth 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 | $5.43M | Buy |
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|
2025
Q2 | $4.89M | Buy |
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|
2025
Q1 | $4.38M | Sell |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $4.55M | Sell |
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|
2024
Q2 | $4.44M | Sell |
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|
2024
Q1 | $4.27M | Sell |
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|
2023
Q4 | $3.9M | Sell |
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|
2023
Q3 | $3.52M | Buy |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $3.43M | Buy |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $2.99M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $3.63M | Buy |
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|
2021
Q4 | $3.77M | Sell |
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|
2021
Q3 | $3.53M | Sell |
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|
2021
Q2 | $3.54M | Sell |
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|
2021
Q1 | $3.32M | Sell |
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|
2020
Q4 | $3.24M | Buy |
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