WealthTrust Asset Management’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 | $466K | Sell |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $3.97M | Sell |
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|
2023
Q4 | $4.52M | Buy |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $4.92M | Sell |
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|
2023
Q1 | $4.93M | Sell |
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|
2022
Q4 | $4.68M | Buy |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $4.5M | Sell |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $550K | Buy |
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|
2021
Q3 | $471K | Hold |
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|
2021
Q2 | $470K | Buy |
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