Bedell Frazier Investment Counselling’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 | $787K | Sell |
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|
2025
Q2 | $947K | Sell |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $928K | Buy |
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|
2024
Q2 | $878K | Buy |
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|
2024
Q1 | $817K | Sell |
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|
2023
Q4 | $743K | Sell |
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|
2023
Q3 | $744K | Buy |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $748K | Sell |
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|
2022
Q4 | $2.75M | Buy |
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|
2022
Q3 | $733K | Sell |
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|
2022
Q2 | $824K | Sell |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $954K | Sell |
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|
2020
Q1 | $818K | Sell |
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|
2019
Q4 | $1.84M | Hold |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $3.25M | Sell |
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|
2019
Q1 | $5.28M | Sell |
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|
2018
Q4 | $13.1M | Buy |
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|
2018
Q3 | $3.59M | Buy |
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|
2018
Q2 | $386K | Buy |
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|
2018
Q1 | $324K | Buy |
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|
2017
Q4 | $314K | Sell |
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|
2017
Q3 | $281K | Buy |
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|
2017
Q2 | $276K | Sell |
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|
2017
Q1 | $465K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $8.37M | Buy |
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