BTR Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.36M | Hold |
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|
2022
Q2 | $1.43M | Hold |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.57M | Sell |
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|
2021
Q2 | $1.58M | Buy |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.79M | Sell |
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|
2020
Q1 | $1.91M | Sell |
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|
2019
Q4 | $3.27M | Hold |
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|
2019
Q3 | $3.01M | Buy |
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|
2019
Q2 | $2.86M | Sell |
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|
2019
Q1 | $2.86M | Sell |
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|
2018
Q4 | $3.51M | Buy |
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|
2018
Q3 | $803K | Buy |
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|
2018
Q2 | $744K | Buy |
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|
2018
Q1 | $720K | Buy |
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|
2017
Q4 | $715K | Hold |
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|
2017
Q3 | $673K | Buy |
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|
2017
Q2 | $605K | Sell |
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|
2017
Q1 | $604K | Hold |
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|
2016
Q4 | $555K | Hold |
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|
2016
Q3 | $555K | Buy |
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|
2016
Q2 | $505K | Hold |
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|
2016
Q1 | $496K | Sell |
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|
2015
Q4 | $675K | Hold |
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|
2015
Q3 | $634K | Sell |
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|
2015
Q2 | $795K | Sell |
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|
2015
Q1 | $849K | Sell |
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|
2014
Q4 | $1.02M | Hold |
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|
2014
Q3 | $974K | Buy |
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|
2014
Q2 | $879K | Sell |
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|
2014
Q1 | $877K | Hold |
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|
2013
Q4 | $866K | Buy |
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|
2013
Q3 | $669K | Sell |
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|
2013
Q2 | $651K | Buy |
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