Bellevue Group’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 | $2.07M | Hold |
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|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $3.17M | Hold |
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|
2024
Q4 | $3.32M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.48M | Buy |
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|
2023
Q4 | $1.24M | Hold |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $798K | Hold |
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|
2023
Q1 | $737K | Hold |
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|
2022
Q4 | $688K | Hold |
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|
2022
Q3 | $643K | Buy |
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