Baker Boyer National Bank’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
$790K Sell
2025
Q1
$1.36M Hold
2024
Q4
$1.42M Buy
2024
Q3
$1.32M Hold
2024
Q2
$1.25M Sell
2024
Q1
$1.2M Hold
2023
Q4
$1.09M Sell
2023
Q3
$994K Hold
2023
Q2
$1.03M Hold
2023
Q1
$952K Sell
2022
Q4
$901K Hold
2022
Q3
$842K Hold
2022
Q2
$889K Hold
2022
Q1
$1.06M Hold
2021
Q4
$1.12M Buy
2021
Q2
$889K Buy
2018
Q1
$620K Buy