Wealth Advisory Solutions’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 | $37.6M | Sell |
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|
2025
Q1 | $34.1M | Sell |
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|
2024
Q4 | $37M | Sell |
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|
2024
Q3 | $36.4M | Sell |
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|
2024
Q2 | $36M | Sell |
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|
2024
Q1 | $34.9M | Buy |
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|
2023
Q4 | $30.7M | Sell |
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|
2023
Q3 | $59.1M | Buy |
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|
2023
Q2 | $31.7M | Sell |
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|
2023
Q1 | $29.4M | Buy |
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|
2022
Q4 | $25.1M | Buy |
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|
2022
Q3 | $22.9M | Sell |
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|
2022
Q2 | $26M | Sell |
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|
2022
Q1 | $35.3M | Buy |
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|
2021
Q3 | $33.5M | Buy |
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|
2021
Q2 | $28.1M | Buy |
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|
2021
Q1 | $406K | Sell |
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|
2020
Q4 | $24.9M | Sell |
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|
2020
Q3 | $22.4M | Sell |
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|
2020
Q2 | $22.3M | Sell |
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|
2020
Q1 | $18.9M | Sell |
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|
2019
Q4 | $24.3M | Buy |
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