Von Berge Wealth Management Group’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 | – | Sell |
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|
2025
Q2 | $1.45M | Hold |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.32M | Hold |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $837K | Buy |
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|
2023
Q2 | $867K | Buy |
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|
2023
Q1 | $790K | Sell |
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|
2022
Q4 | $823K | Buy |
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|
2022
Q3 | $730K | Buy |
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|
2022
Q2 | $767K | Buy |
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|
2022
Q1 | $832K | Buy |
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|
2021
Q4 | $855K | Buy |
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