Wealthspire Advisors (Maryland)’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
2020
Q3
$134M Buy
2020
Q2
$21.5M Sell
2020
Q1
$18.4M Sell
2019
Q4
$23.1M Sell
2019
Q3
$22.4M Sell
2019
Q2
$22.6M Buy
2019
Q1
$21.8M Buy
2018
Q4
$19.1M Buy
2018
Q3
$20.7M Sell
2018
Q2
$19.4M Sell
2018
Q1
$18.9M Sell
2017
Q4
$19.4M Buy
2017
Q3
$15.9M Buy
2017
Q2
$14.8M Buy
2017
Q1
$13M Sell
2016
Q4
$13.1M Sell
2016
Q3
$12.9M Buy
2016
Q2
$12.3M Buy
2016
Q1
$11.9M Buy
2015
Q4
$11.7M Buy