Aufman Associates’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 | $809K | Sell |
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|
2025
Q1 | $742K | Sell |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $800K | Sell |
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|
2024
Q2 | $800K | Hold |
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|
2024
Q1 | $769K | Sell |
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|
2023
Q4 | $718K | Sell |
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|
2023
Q3 | $654K | Hold |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $639K | Hold |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $550K | Hold |
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|
2022
Q2 | $581K | Sell |
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|
2022
Q1 | $735K | Sell |
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|
2021
Q4 | $784K | Sell |
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|
2021
Q3 | $713K | Sell |
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|
2021
Q2 | $784K | Sell |
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|
2021
Q1 | $734K | Sell |
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|
2020
Q4 | $790K | Hold |
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|
2020
Q3 | $707K | Sell |
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|
2020
Q2 | $675K | Hold |
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|
2020
Q1 | $564K | Hold |
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|
2019
Q4 | $705K | Buy |
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