Valeo Financial 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
Q2 | $584M | Buy |
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|
2025
Q1 | $521M | Sell |
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|
2024
Q4 | $557M | Sell |
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|
2024
Q3 | $549M | Sell |
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|
2024
Q2 | $523M | Sell |
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|
2024
Q1 | $487M | Buy |
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|
2023
Q4 | $442M | Sell |
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|
2023
Q3 | $395M | Buy |
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|
2023
Q2 | $403M | Sell |
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|
2023
Q1 | $365M | Buy |
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|
2022
Q4 | $328M | Buy |
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|
2022
Q3 | $301M | Buy |
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|
2022
Q2 | $297M | Buy |
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|
2022
Q1 | $330M | Buy |
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|
2021
Q4 | $334M | Buy |
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|
2021
Q3 | $301M | Buy |
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|
2021
Q2 | $300M | Buy |
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|
2021
Q1 | $277M | Buy |
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|
2020
Q4 | $260M | Buy |
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|
2020
Q3 | $231M | Sell |
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|
2020
Q2 | $223M | Buy |
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|
2020
Q1 | $192M | Buy |
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|
2019
Q4 | $189M | Buy |
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|
2019
Q3 | $167M | Buy |
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|
2019
Q2 | $158M | Buy |
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|
2019
Q1 | $147M | Buy |
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|
2018
Q4 | $121M | Buy |
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|
2018
Q3 | $125M | Buy |
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|
2018
Q2 | $123M | Buy |
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|
2018
Q1 | $108M | Buy |
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|
2017
Q4 | $104M | Buy |
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|
2017
Q3 | $78.1M | Buy |
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