Vance 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
$452K Sell
2025
Q1
$441K Sell
2024
Q4
$474K Sell
2024
Q3
$972K Buy
2024
Q2
$882K Sell
2024
Q1
$962K Buy
2023
Q4
$755K Buy
2023
Q3
$649K Buy
2023
Q2
$527K Buy
2023
Q1
$353K Sell
2022
Q4
$347K Buy