Twelve Points Wealth Management’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 | $264K | Sell |
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|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $378K | Buy |
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