Wade Financial Advisory’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
Q1 | $1.24M | Hold |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $827K | Hold |
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|
2024
Q2 | $784K | Hold |
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|
2024
Q1 | $754K | Hold |
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|
2023
Q4 | $685K | Hold |
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|
2023
Q3 | $616K | Hold |
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|
2023
Q2 | $639K | Hold |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $561K | Buy |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $539K | Hold |
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|
2022
Q1 | $646K | Sell |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $608K | Hold |
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|
2021
Q2 | $606K | Buy |
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|
2021
Q1 | $378K | Hold |
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|
2020
Q4 | $356K | Sell |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $294K | Hold |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $307K | Buy |
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