Birch Hill Investment Advisors’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 | $1.81M | Hold |
|
|||||
|
2025
Q2 | $1.68M | Sell |
|
|||||
|
2025
Q1 | $1.63M | Buy |
|
|||||
|
2024
Q4 | $1.7M | Buy |
|
|||||
|
2024
Q3 | $1.65M | Buy |
|
|||||
|
2024
Q2 | $1.57M | Hold |
|
|||||
|
2024
Q1 | $1.51M | Buy |
|
|||||
|
2023
Q4 | $1.36M | Sell |
|
|||||
|
2023
Q3 | $1.32M | Sell |
|
|||||
|
2023
Q2 | $1.5M | Buy |
|
|||||
|
2023
Q1 | $1.13M | Sell |
|
|||||
|
2022
Q4 | $1.38M | Hold |
|
|||||
|
2022
Q3 | $1.29M | Sell |
|
|||||
|
2022
Q2 | $1.41M | Sell |
|
|||||
|
2022
Q1 | $1.76M | Sell |
|
|||||
|
2021
Q4 | $1.92M | Sell |
|
|||||
|
2021
Q3 | $1.75M | Buy |
|
|||||
|
2021
Q2 | $1.73M | Sell |
|
|||||
|
2021
Q1 | $1.65M | Buy |
|
|||||
|
2020
Q4 | $1.36M | Sell |
|
|||||
|
2020
Q3 | $1.24M | Hold |
|
|||||
|
2020
Q2 | $1.14M | Buy |
|
|||||
|
2020
Q1 | $927K | Sell |
|
|||||
|
2019
Q4 | $1.25M | Hold |
|
|||||
|
2019
Q3 | $1.15M | Buy |
|
|||||
|
2019
Q2 | $862K | Buy |
|
|||||
|
2019
Q1 | $800K | Sell |
|
|||||
|
2018
Q4 | $752K | Hold |
|
|||||
|
2018
Q3 | $874K | Sell |
|
|||||
|
2018
Q2 | $877K | Buy |
|
|||||
|
2018
Q1 | $837K | Buy |
|
|||||
|
2017
Q4 | $722K | Hold |
|
|||||
|
2017
Q3 | $680K | Hold |
|
|||||
|
2017
Q2 | $655K | Sell |
|
|||||
|
2017
Q1 | $721K | Sell |
|
|||||
|
2016
Q4 | $764K | Buy |
|
|||||
|
2016
Q3 | $739K | Hold |
|
|||||
|
2016
Q2 | $716K | Hold |
|
|||||
|
2016
Q1 | $702K | Sell |
|
|||||
|
2015
Q4 | $772K | Buy |
|
|||||
|
2015
Q3 | $716K | Sell |
|
|||||
|
2015
Q2 | $799K | Buy |
|
|||||
|
2015
Q1 | $511K | Sell |
|
|||||
|
2014
Q4 | $536K | Buy |
|
|||||
|
2014
Q3 | $508K | Buy |
|
|||||
|
2014
Q2 | $460K | Hold |
|
|||||
|
2014
Q1 | $439K | Buy |
|
|||||
|
2013
Q4 | $420K | Buy |
|
|||||
|
2013
Q3 | $368K | Hold |
|
|||||
|
2013
Q2 | $352K | Buy |
|