Cheviot Value 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $921K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $664K | Buy |
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|
2023
Q4 | $583K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $248K | Sell |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $656K | Buy |
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|
2018
Q1 | $610K | Hold |
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|
2017
Q4 | $619K | Hold |
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|
2017
Q3 | $583K | Hold |
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|
2017
Q2 | $561K | Hold |
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|
2017
Q1 | $547K | Hold |
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|
2016
Q4 | $518K | Hold |
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|
2016
Q3 | $502K | Sell |
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|
2016
Q2 | $491K | Buy |
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|
2016
Q1 | $477K | Buy |
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