Autus Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $893K | Buy |
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|
2021
Q3 | $800K | Hold |
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|
2021
Q2 | $798K | Buy |
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|
2021
Q1 | $738K | Buy |
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|
2020
Q4 | $638K | Buy |
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|
2020
Q3 | $372K | Sell |
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|
2020
Q2 | $413K | Buy |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $361K | Sell |
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|
2019
Q3 | $348K | Buy |
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|
2019
Q2 | $329K | Sell |
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|
2019
Q1 | $342K | Sell |
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|
2018
Q4 | $317K | Buy |
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|
2018
Q3 | $343K | Sell |
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|
2018
Q2 | $341K | Sell |
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|
2018
Q1 | $336K | Buy |
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|
2017
Q4 | $338K | Sell |
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|
2017
Q3 | $326K | Sell |
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|
2017
Q2 | $337K | Buy |
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|
2017
Q1 | $231K | Hold |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $220K | Hold |
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|
2016
Q2 | $213K | Sell |
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|
2016
Q1 | $212K | Sell |
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|
2015
Q4 | $221K | Sell |
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|
2015
Q3 | $241K | Buy |
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|
2015
Q2 | $239K | Sell |
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|
2015
Q1 | $252K | Sell |
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|
2014
Q4 | $252K | Sell |
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|
2014
Q3 | $245K | Buy |
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|
2014
Q2 | $239K | Sell |
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|
2014
Q1 | $234K | Hold |
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|
2013
Q4 | $231K | Hold |
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|
2013
Q3 | $211K | Sell |
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|
2013
Q2 | $204K | Buy |
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