West Financial 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
Q3 | $69.7M | Sell |
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|
2025
Q2 | $65.5M | Sell |
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|
2025
Q1 | $60.3M | Sell |
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|
2024
Q4 | $63.7M | Sell |
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|
2024
Q3 | $128M | Sell |
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|
2024
Q2 | $128M | Buy |
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|
2024
Q1 | $121M | Buy |
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|
2023
Q4 | $110M | Sell |
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|
2023
Q3 | $104M | Buy |
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|
2023
Q2 | $106M | Buy |
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|
2023
Q1 | $96.1M | Buy |
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|
2022
Q4 | $88.6M | Buy |
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|
2022
Q3 | $79.7M | Buy |
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|
2022
Q2 | $82.7M | Buy |
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|
2022
Q1 | $90.4M | Buy |
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|
2021
Q4 | $78.2M | Buy |
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|
2021
Q3 | $67.1M | Buy |
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|
2021
Q2 | $64.8M | Buy |
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|
2021
Q1 | $53.9M | Buy |
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|
2020
Q4 | $49.6M | Buy |
|