Zhang Financial’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 | $10.9M | Buy |
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|
2025
Q1 | $9.34M | Buy |
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|
2024
Q4 | $9.72M | Buy |
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|
2024
Q3 | $9.5M | Buy |
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|
2024
Q2 | $8.94M | Buy |
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|
2024
Q1 | $7.42M | Buy |
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|
2023
Q4 | $6.43M | Sell |
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|
2023
Q3 | $5.88M | Sell |
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|
2023
Q2 | $6.13M | Buy |
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|
2023
Q1 | $5.47M | Buy |
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|
2022
Q4 | $4.95M | Buy |
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|
2022
Q3 | $4.63M | Buy |
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|
2022
Q2 | $4.56M | Buy |
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|
2022
Q1 | $5.27M | Buy |
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|
2021
Q4 | $5.54M | Buy |
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|
2021
Q3 | $5M | Sell |
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|
2021
Q2 | $5.02M | Sell |
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|
2021
Q1 | $4.72M | Buy |
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|
2020
Q4 | $4.43M | Buy |
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|
2020
Q3 | $3.95M | Buy |
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|
2020
Q2 | $3.64M | Buy |
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|
2020
Q1 | $3.07M | Sell |
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|
2019
Q4 | $3.84M | Buy |
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|
2019
Q3 | $3.45M | Buy |
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|
2019
Q2 | $2.87M | Sell |
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|
2019
Q1 | $3.16M | Buy |
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|
2018
Q4 | $2.78M | Buy |
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|
2018
Q3 | $3.21M | Buy |
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|
2018
Q2 | $2.99M | Buy |
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|
2018
Q1 | $2.84M | Sell |
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|
2017
Q4 | $3.08M | Buy |
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|
2017
Q3 | $2.7M | Sell |
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|
2017
Q2 | $2.6M | Buy |
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|
2017
Q1 | $2.85M | Sell |
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|
2016
Q4 | $2.41M | Sell |
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|
2016
Q3 | $2.53M | Buy |
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|
2016
Q2 | $2.28M | Sell |
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|
2016
Q1 | $2.26M | Buy |
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|
2015
Q4 | $2.23M | Sell |
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|
2015
Q3 | $2.32M | Buy |
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|
2015
Q2 | $2.23M | Buy |
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|
2015
Q1 | $2.23M | Buy |
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|
2014
Q4 | $2.15M | Buy |
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|
2014
Q3 | $1.98M | Buy |
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|
2014
Q2 | $1.91M | Sell |
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|
2014
Q1 | $1.85M | Buy |
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|
2013
Q4 | $1.83M | Buy |
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|
2013
Q3 | $1.66M | Buy |
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|
2013
Q2 | $1.57M | Buy |
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