Unique Wealth’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 | $45M | Buy |
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|
2025
Q1 | $32.5M | Buy |
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|
2024
Q4 | $29.4M | Buy |
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|
2024
Q3 | $25.9M | Buy |
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|
2024
Q2 | $19.4M | Buy |
|
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|
2024
Q1 | $17.2M | Sell |
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|
2023
Q4 | $16M | Buy |
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|
2023
Q3 | $9.61M | Buy |
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|
2023
Q2 | $4.24M | Buy |
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|
2023
Q1 | $3.28M | Sell |
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|
2022
Q4 | $3.09M | Buy |
|