Walkner Condon Financial Advisors’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 | $6.13M | Sell |
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|
2025
Q2 | $6.36M | Buy |
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|
2025
Q1 | $5.51M | Sell |
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|
2024
Q4 | $6.6M | Sell |
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|
2024
Q3 | $7.18M | Buy |
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|
2024
Q2 | $6.47M | Sell |
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|
2024
Q1 | $6.26M | Sell |
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|
2023
Q4 | $7.89M | Buy |
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|
2023
Q3 | $5.53M | Buy |
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|
2023
Q2 | $5.53M | Sell |
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|
2023
Q1 | $5.45M | Buy |
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|
2022
Q4 | $4.97M | Buy |
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|
2022
Q3 | $4.57M | Sell |
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|
2022
Q2 | $4.83M | Buy |
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|
2022
Q1 | $5.62M | Buy |
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|
2021
Q4 | $3.63M | Sell |
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|
2021
Q3 | $4.36M | Buy |
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|
2021
Q2 | $3.77M | Buy |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $2.38M | Buy |
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|
2020
Q3 | $1.4M | Buy |
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