WealthTrust Axiom’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 | $1.14M | Buy |
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|
2025
Q2 | $764K | Buy |
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|
2025
Q1 | $652K | Sell |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $798K | Buy |
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|
2024
Q2 | $757K | Buy |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $818K | Buy |
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|
2023
Q3 | $641K | Buy |
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|
2023
Q2 | $646K | Buy |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $395K | Hold |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $356K | Sell |
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|
2020
Q1 | $349K | Buy |
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|
2019
Q4 | $432K | Buy |
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|
2019
Q3 | $389K | Sell |
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|
2019
Q2 | $388K | Sell |
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|
2019
Q1 | $389K | Sell |
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|
2018
Q4 | $371K | Buy |
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|
2018
Q3 | $265K | Sell |
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|
2018
Q2 | $330K | Hold |
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|
2018
Q1 | $320K | Sell |
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|
2017
Q4 | $338K | Buy |
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|
2017
Q3 | $300K | Sell |
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|
2017
Q2 | $296K | Sell |
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|
2017
Q1 | $317K | Buy |
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|
2016
Q4 | $300K | Hold |
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|
2016
Q3 | $291K | Buy |
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|
2016
Q2 | $277K | Sell |
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|
2016
Q1 | $303K | Buy |
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|
2015
Q4 | $301K | Hold |
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|
2015
Q3 | $282K | Buy |
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|
2015
Q2 | $267K | Hold |
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|
2015
Q1 | $267K | Buy |
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|
2014
Q4 | $266K | Hold |
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|
2014
Q3 | $255K | Sell |
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|
2014
Q2 | $351K | Buy |
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|
2014
Q1 | $279K | Buy |
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|
2013
Q4 | $274K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $230K | Buy |
|