Wealth Enhancement Advisory Services’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 | $419M | Buy |
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|
2025
Q1 | $369M | Buy |
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|
2024
Q4 | $384M | Buy |
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|
2024
Q3 | $356M | Buy |
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|
2024
Q2 | $333M | Buy |
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|
2024
Q1 | $191M | Buy |
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|
2023
Q4 | $168M | Sell |
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|
2023
Q3 | $166M | Buy |
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|
2023
Q2 | $8.15M | Buy |
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|
2023
Q1 | $7.35M | Buy |
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $2.92M | Buy |
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|
2022
Q2 | $2.55M | Buy |
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|
2022
Q1 | $2.37M | Sell |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | $2.39M | Sell |
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|
2021
Q2 | $2.72M | Buy |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.81M | Buy |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $792K | Buy |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $305K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $294K | Buy |
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