Wells Trecaso Financial Group’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 | $795K | Sell |
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|
2025
Q1 | $726K | Hold |
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|
2024
Q4 | $760K | Sell |
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|
2024
Q3 | $759K | Hold |
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|
2024
Q2 | $719K | Hold |
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|
2024
Q1 | $691K | Sell |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $674K | Sell |
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|
2022
Q4 | $687K | Hold |
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|
2022
Q3 | $642K | Sell |
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|
2022
Q2 | $771K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $948K | Hold |
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|
2021
Q2 | $946K | Hold |
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|
2021
Q1 | $876K | Sell |
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|
2020
Q4 | $957K | Sell |
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|
2020
Q3 | $877K | Hold |
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|
2020
Q2 | $808K | Buy |
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|
2020
Q1 | $666K | Hold |
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|
2019
Q4 | $832K | Buy |
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|
2019
Q3 | $765K | Hold |
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|
2019
Q2 | $756K | Hold |
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|
2019
Q1 | $729K | Sell |
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|
2018
Q4 | $663K | Buy |
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|
2018
Q3 | $760K | Buy |
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|
2018
Q2 | $694K | Hold |
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|
2018
Q1 | $674K | Buy |
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|
2017
Q4 | $621K | Buy |
|