Valmark Advisers’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 | $9.34M | Buy |
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|
2025
Q1 | $8.1M | Buy |
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|
2024
Q4 | $7.65M | Buy |
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|
2024
Q3 | $7.08M | Buy |
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|
2024
Q2 | $6.35M | Buy |
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|
2024
Q1 | $5.23M | Buy |
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|
2023
Q4 | $4.49M | Buy |
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|
2023
Q3 | $4.01M | Sell |
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|
2023
Q2 | $4.22M | Buy |
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|
2023
Q1 | $3.84M | Sell |
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|
2022
Q4 | $3.76M | Buy |
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|
2022
Q3 | $2.76M | Buy |
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|
2022
Q2 | $2.8M | Sell |
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|
2022
Q1 | $3.43M | Sell |
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|
2021
Q4 | $3.69M | Sell |
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|
2021
Q3 | $4.78M | Sell |
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|
2021
Q2 | $5.13M | Sell |
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|
2021
Q1 | $5.02M | Buy |
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|
2020
Q4 | $4.42M | Buy |
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|
2020
Q3 | $3.33M | Buy |
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|
2020
Q2 | $2.54M | Buy |
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|
2020
Q1 | $2.1M | Buy |
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|
2019
Q4 | $2.46M | Buy |
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|
2019
Q3 | $1.77M | Sell |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $2.04M | Buy |
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|
2018
Q4 | $1.02M | Buy |
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|
2018
Q3 | $1.02M | Hold |
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|
2018
Q2 | $949K | Buy |
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|
2018
Q1 | $907K | Sell |
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|
2017
Q4 | $1.62M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $215K | Buy |
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