Capital Advisors Inc’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 | $63.2M | Buy |
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|
2025
Q2 | $58.7M | Buy |
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|
2025
Q1 | $21.7M | Sell |
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|
2024
Q4 | $63.1M | Buy |
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|
2024
Q3 | $61.1M | Sell |
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|
2024
Q2 | $59.6M | Buy |
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|
2024
Q1 | $57.2M | Sell |
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|
2023
Q4 | $170M | Buy |
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|
2023
Q3 | $54.9M | Sell |
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|
2023
Q2 | $58.2M | Buy |
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|
2023
Q1 | $19.2M | Sell |
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|
2022
Q4 | $27.9M | Sell |
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|
2022
Q3 | $26.3M | Buy |
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|
2022
Q2 | $16.3M | Sell |
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|
2022
Q1 | $21M | Sell |
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|
2021
Q4 | $69.3M | Buy |
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|
2021
Q3 | $60.8M | Buy |
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|
2021
Q2 | $60.4M | Buy |
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|
2021
Q1 | $55.7M | Sell |
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|
2020
Q4 | $54.2M | Sell |
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|
2020
Q3 | $51.5M | Sell |
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|
2020
Q2 | $54.6M | Buy |
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|
2020
Q1 | $3.5M | Buy |
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|
2019
Q4 | $3.41M | Sell |
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|
2019
Q3 | $3.1M | Hold |
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|
2019
Q2 | $3.1M | Buy |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $2.08M | Buy |
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|
2018
Q3 | $2.42M | Sell |
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|
2018
Q2 | $2.31M | Sell |
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|
2018
Q1 | $2.26M | Sell |
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|
2017
Q4 | $2.42M | Sell |
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|
2017
Q3 | $2.31M | Buy |
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|
2017
Q2 | $2.18M | Sell |
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|
2017
Q1 | $2.85M | Sell |
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|
2016
Q4 | $3M | Buy |
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