Anchor Capital 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 | $447K | Buy |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $251K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.92M | Buy |
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|
2018
Q3 | $486K | Sell |
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|
2018
Q2 | $667K | Buy |
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|
2018
Q1 | $254K | Sell |
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|
2017
Q4 | $2.69M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $230K | Buy |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4.03M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $255K | Buy |
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