Brown Shipley & Co’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 | $135K | Hold |
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|
2025
Q2 | $125K | Hold |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $118K | Hold |
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|
2024
Q3 | $116K | Hold |
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|
2024
Q2 | $110K | Sell |
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|
2024
Q1 | $4.34M | Sell |
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|
2023
Q4 | $4.4M | Sell |
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|
2023
Q3 | $4.09M | Sell |
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|
2023
Q2 | $4.38M | Sell |
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|
2023
Q1 | $4.05M | Buy |
|