Waverly 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
Q2 | $92.4M | Sell |
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|
2025
Q1 | $85.8M | Buy |
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|
2024
Q4 | $73.2M | Buy |
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|
2024
Q3 | $60.1M | Sell |
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|
2024
Q2 | $76.3M | Buy |
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|
2024
Q1 | $61.4M | Buy |
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|
2023
Q4 | $23M | Buy |
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|
2023
Q3 | $20.2M | Buy |
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|
2023
Q2 | $19.3M | Buy |
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|
2023
Q1 | $15.6M | Sell |
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|
2022
Q4 | $17.2M | Buy |
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|
2022
Q3 | $13.9M | Buy |
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|
2022
Q2 | $7.06M | Buy |
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|
2022
Q1 | $4.13M | Sell |
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|
2021
Q4 | $6.4M | Buy |
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|
2021
Q3 | $4.39M | Buy |
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|
2021
Q2 | $4.19M | Sell |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q4 | $3.7M | Buy |
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|
2020
Q3 | $2.89M | Sell |
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|
2020
Q2 | $3.04M | Sell |
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|
2020
Q1 | $4.89M | Buy |
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|
2019
Q4 | $3M | Sell |
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|
2019
Q3 | $2.83M | Buy |
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|
2019
Q2 | $2.74M | Sell |
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|
2019
Q1 | $3.49M | Sell |
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|
2018
Q4 | $7.11M | Buy |
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|
2018
Q3 | $5.57M | Buy |
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|
2018
Q2 | $5.15M | Buy |
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|
2018
Q1 | $4.74M | Buy |
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|
2017
Q4 | $4.54M | Buy |
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|
2017
Q3 | $4.04M | Buy |
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|
2017
Q2 | $3.88M | Buy |
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|
2017
Q1 | $3.37M | Buy |
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|
2016
Q4 | $3.14M | Buy |
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|
2016
Q3 | $2.73M | Buy |
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|
2016
Q2 | $1.71M | Buy |
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|
2016
Q1 | $1.65M | Buy |
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|
2015
Q4 | $1.26M | Sell |
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|
2015
Q3 | $1.2M | Hold |
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|
2015
Q2 | $1.28M | Sell |
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|
2015
Q1 | $1.33M | Hold |
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|
2014
Q4 | $1.32M | Sell |
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|
2014
Q3 | $1.29M | Buy |
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|
2014
Q2 | $1.25M | Sell |
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|
2014
Q1 | $4.47M | Sell |
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|
2013
Q4 | $9.05M | Buy |
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|
2013
Q3 | $5.27M | Sell |
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|
2013
Q2 | $5.04M | Buy |
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