Valley Forge Investment Consultants’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 | $939K | Sell |
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|
2025
Q2 | $989K | Buy |
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|
2025
Q1 | $866K | Buy |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $413K | Hold |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $523K | Hold |
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|
2021
Q4 | $550K | Hold |
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|
2021
Q3 | $497K | Hold |
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|
2021
Q2 | $495K | Hold |
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|
2021
Q1 | $459K | Hold |
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|
2020
Q4 | $433K | Buy |
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