Wealthgate Family Office’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.3M | Sell |
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|
2024
Q2 | $17.8M | Sell |
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|
2024
Q1 | $17.2M | Buy |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $14M | Buy |
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|
2023
Q2 | $14.5M | Sell |
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|
2023
Q1 | $14.7M | Sell |
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|
2022
Q4 | $18M | Sell |
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|
2022
Q3 | $16.9M | Buy |
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|
2022
Q2 | $17.8M | Sell |
|
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|
2022
Q1 | $21.5M | Sell |
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|
2021
Q4 | $26.9M | Sell |
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|
2021
Q3 | $27.7M | Buy |
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|
2021
Q2 | $27.5M | Sell |
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|
2021
Q1 | $27.5M | Buy |
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|
2020
Q4 | $26M | Buy |
|