Upper Left 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
Q2
$1.73M Buy
2025
Q1
$1.2M Sell
2024
Q4
$1.44M Sell
2024
Q3
$1.4M Sell
2024
Q2
$1.39M Buy
2024
Q1
$1.33M Sell
2023
Q4
$1.29M Sell
2023
Q3
$1.27M Sell
2023
Q2
$2.88M Sell
2023
Q1
$2.71M Sell
2022
Q4
$2.58M Sell
2022
Q3
$2.13M Buy
2022
Q2
$2.16M Sell
2022
Q1
$2.83M Buy
2021
Q4
$4.27M Buy