Wealthspire Advisors (New York)’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 | $268M | Sell |
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|
2025
Q1 | $318M | Sell |
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|
2024
Q4 | $344M | Sell |
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|
2024
Q3 | $345M | Buy |
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|
2024
Q2 | $322M | Sell |
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|
2024
Q1 | $315M | Sell |
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|
2023
Q4 | $291M | Buy |
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|
2023
Q3 | $251M | Buy |
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|
2023
Q2 | $255M | Buy |
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|
2023
Q1 | $230M | Buy |
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|
2022
Q4 | $215M | Sell |
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|
2022
Q3 | $208M | Sell |
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|
2022
Q2 | $224M | Buy |
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|
2022
Q1 | $175M | Buy |
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|
2021
Q4 | $168M | Sell |
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|
2021
Q3 | $251M | Buy |
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|
2021
Q2 | $169M | Buy |
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|
2021
Q1 | $149M | Buy |
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|
2020
Q4 | $139M | Buy |
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|
2020
Q3 | $116M | Buy |
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|
2020
Q2 | $55.3M | Sell |
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|
2020
Q1 | $60.8M | Buy |
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|
2019
Q4 | $56.6M | Sell |
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|
2019
Q3 | $52.7M | Sell |
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|
2019
Q2 | $52.4M | Buy |
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|
2019
Q1 | $49.8M | Sell |
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|
2018
Q4 | $44.9M | Buy |
|