Benson Investment Management Company’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
712
+340
| +91% | +$210K | 0.17% | 49 |
|
|
2025
Q1 | $208K | Hold |
372
| – | – | 0.09% | 48 |
|
|
2024
Q4 | $218K | Buy |
372
+15
| +4% | +$8.79K | 0.09% | 46 |
|
|
2024
Q3 | $205K | Buy |
+357
| New | +$205K | 0.08% | 49 |
|
|
2022
Q4 | – | Sell |
-249
| Closed | -$89K | – | 63 |
|
|
2022
Q3 | $89K | Sell |
249
-170
| -41% | -$60.8K | 0.06% | 46 |
|
|
2022
Q2 | $40K | Buy |
419
+312
| +292% | +$29.8K | 0.02% | 52 |
|
|
2022
Q1 | $48K | Hold |
107
| – | – | 0.02% | 51 |
|
|
2021
Q4 | $51K | Buy |
+107
| New | +$51K | 0.02% | 50 |
|