Burney Company’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Burney Company’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.8M	Buy
2025 Q2	$3.51M	Buy
2025 Q1	$2.97M	Sell
2024 Q4	$5.83M	Buy
2024 Q3	$5.66M	Sell
2024 Q2	$5.52M	Buy
2024 Q1	$5.01M	Buy
2023 Q4	$3.5M	Buy
2023 Q3	$2.83M	Hold
2023 Q2	$2.93M	Buy
2023 Q1	$2.71M	Buy
2022 Q4	$2.29M	Sell
2022 Q3	$2.18M	Buy
2022 Q2	$1.72M	Buy
2022 Q1	$2.04M	Sell
2021 Q4	$2.62M	Buy
2021 Q3	$2.21M	Sell
2021 Q2	$2.3M	Buy
2021 Q1	$2.12M	Buy
2020 Q4	$1.41M	Buy
2020 Q3	$1.24M	Sell
2020 Q2	$1.91M	Buy
2020 Q1	$909K	Sell
2019 Q4	$1.68M	Buy
2019 Q3	$1.45M	Buy
2019 Q2	$915K	Sell
2019 Q1	$908K	Buy
2018 Q4	$759K	Buy
2018 Q3	$830K	Sell
2018 Q2	$2.17M	Buy
2018 Q1	$1.17M	Sell
2017 Q4	$1.71M	Buy
2017 Q3	$962K	Buy
2017 Q2	$826K	Buy
2017 Q1	$806K	Buy
2016 Q4	$725K	Buy
2016 Q3	$439K	Buy
2016 Q2	–	Sell
2016 Q1	$213K	Buy
2015 Q3	–	Sell
2015 Q2	$261K	Sell
2015 Q1	$392K	Buy
2014 Q4	$303K	Sell
2014 Q3	$681K	Buy
2014 Q1	–	Sell
2013 Q4	$1.53M	Buy