Vertex Planning Partners’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 | $13.2M | Sell |
|
|||||
|
2025
Q2 | $12.6M | Sell |
|
|||||
|
2025
Q1 | $12.6M | Sell |
|
|||||
|
2024
Q4 | $14M | Sell |
|
|||||
|
2024
Q3 | $21.9M | Sell |
|
|||||
|
2024
Q2 | $22.3M | Buy |
|
|||||
|
2024
Q1 | $18.7M | Sell |
|
|||||
|
2023
Q4 | $17.2M | Buy |
|
|||||
|
2023
Q3 | $13.9M | Buy |
|
|||||
|
2023
Q2 | $13.9M | Buy |
|
|||||
|
2023
Q1 | $11.9M | Buy |
|
|||||
|
2022
Q4 | $10.1M | Buy |
|