Warner Financial’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 | $3.42M | Buy |
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|
2025
Q2 | $3.17M | Sell |
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|
2025
Q1 | $3.06M | Buy |
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|
2024
Q4 | $3.21M | Sell |
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|
2024
Q3 | $3.19M | Buy |
|
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|
2024
Q2 | $3.02M | Buy |
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|
2024
Q1 | $2.89M | Sell |
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|
2023
Q4 | $3.17M | Buy |
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|
2023
Q3 | $1.93M | Buy |
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|
2023
Q2 | $2M | Buy |
|
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $961K | Buy |
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