U.S. Capital 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
Q3 | $71.7M | Sell |
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|
2025
Q2 | $67.9M | Buy |
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|
2025
Q1 | $59.9M | Sell |
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|
2024
Q4 | $62.9M | Sell |
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|
2024
Q3 | $80.3M | Buy |
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|
2024
Q2 | $75.3M | Sell |
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|
2024
Q1 | $72.9M | Buy |
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|
2023
Q4 | $66.2M | Buy |
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|
2023
Q3 | $21.5M | Sell |
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|
2023
Q2 | $22.7M | Buy |
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|
2023
Q1 | $20.2M | Sell |
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|
2022
Q4 | $20.5M | Sell |
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|
2022
Q3 | $30M | Sell |
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|
2022
Q2 | $65.5M | Sell |
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|
2022
Q1 | $80.8M | Buy |
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|
2021
Q4 | $45.8M | Buy |
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|
2021
Q3 | $37.2M | Buy |
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