Callan Family Office’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 | $34M | Sell |
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|
2025
Q2 | $32.3M | Sell |
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|
2025
Q1 | $29.5M | Buy |
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|
2024
Q4 | $30.2M | Sell |
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|
2024
Q3 | $33.1M | Sell |
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|
2024
Q2 | $33.8M | Buy |
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|
2024
Q1 | $27.2M | Buy |
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|
2023
Q4 | $23.9M | Sell |
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|
2023
Q3 | $24.2M | Buy |
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|
2023
Q2 | $21.2M | Sell |
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|
2023
Q1 | $20.6M | Buy |
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|
2022
Q4 | $18M | Buy |
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