Atwater Malick’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
$500K Buy
2025
Q2
$439K Hold
2025
Q1
$397K Hold
2024
Q4
$416K Hold
2024
Q3
$407K Buy
2024
Q2
$384K Hold
2024
Q1
$369K Buy
2019
Q4
Sell
2019
Q3
$70K Buy