WorthPointe’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 | $5.15M | Buy |
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|
2025
Q1 | $4.61M | Sell |
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|
2024
Q4 | $5.02M | Sell |
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|
2024
Q3 | $5.19M | Sell |
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|
2024
Q2 | $5.62M | Sell |
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|
2024
Q1 | $5.74M | Sell |
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|
2023
Q4 | $5.49M | Sell |
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|
2023
Q3 | $5.28M | Buy |
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|
2023
Q2 | $5.18M | Sell |
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|
2023
Q1 | $5.49M | Sell |
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|
2022
Q4 | $7.82M | Sell |
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|
2022
Q3 | $7.41M | Sell |
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|
2022
Q2 | $7.93M | Sell |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $10.2M | Buy |
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