Wealthstream Advisors’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 | $5.65M | Sell |
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|
2025
Q1 | $5.14M | Buy |
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|
2024
Q4 | $5.35M | Sell |
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|
2024
Q3 | $5.28M | Buy |
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|
2024
Q2 | $4.6M | Sell |
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|
2024
Q1 | $4.45M | Sell |
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|
2023
Q4 | $4.13M | Sell |
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|
2023
Q3 | $3.8M | Buy |
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|
2023
Q2 | $3.93M | Buy |
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|
2023
Q1 | $3.63M | Buy |
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|
2022
Q4 | $3.38M | Sell |
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|
2022
Q3 | $3.23M | Sell |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $3.84M | Buy |
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|
2021
Q4 | $4.03M | Buy |
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