WealthPLAN Partners’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 | $2.49M | Buy |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.98M | Sell |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.93M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q1 | $2.87M | Sell |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q3 | $2.98M | Buy |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $2.5M | Buy |
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|
2020
Q2 | $2.33M | Sell |
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|
2020
Q1 | $2.39M | Sell |
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|
2019
Q4 | $3.63M | Buy |
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|
2019
Q3 | $2.95M | Buy |
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|
2019
Q2 | $1.87M | Sell |
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|
2019
Q1 | $2.01M | Buy |
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|
2018
Q4 | $1.95M | Buy |
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|
2018
Q3 | $969K | Buy |
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|
2018
Q2 | $700K | Sell |
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|
2018
Q1 | $708K | Sell |
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|
2017
Q4 | $1.25M | Buy |
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|
2017
Q3 | $664K | Buy |
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|
2017
Q2 | $638K | Buy |
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|
2017
Q1 | $202K | Buy |
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|
2016
Q3 | $3.43M | Sell |
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|
2016
Q2 | $3.13M | Buy |
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|
2015
Q4 | $4.84M | Buy |
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|
2015
Q2 | $88K | Buy |
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|
2015
Q1 | $45K | Buy |
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