Warren Street Wealth 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 | $2.85M | Buy |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $969K | Hold |
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|
2023
Q4 | $881K | Buy |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $731K | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $411K | Buy |
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