Worth Financial Advisory 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 | $2.49M | Sell |
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|
2025
Q1 | $2.33M | Sell |
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|
2024
Q4 | $3.17M | Sell |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $2.92M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $899K | Buy |
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|
2022
Q4 | $626K | Buy |
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