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Clean Yield Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.82M Hold
2,953
0.55% 52
2025
Q1
$1.65M Hold
2,953
0.54% 54
2024
Q4
$1.73M Sell
2,953
-108
-4% -$63.3K 0.55% 54
2024
Q3
$1.76M Hold
3,061
0.56% 53
2024
Q2
$1.67M Buy
3,061
+781
+34% +$425K 0.62% 45
2024
Q1
$1.19M Sell
2,280
-20
-0.9% -$10.5K 0.46% 55
2023
Q4
$1.09M Hold
2,300
0.46% 52
2023
Q3
$1M Buy
2,300
+500
+28% +$218K 0.44% 53
2023
Q2
$798K Hold
1,800
0.33% 58
2023
Q1
$737K Sell
1,800
-100
-5% -$40.9K 0.31% 64
2022
Q4
$727K Buy
1,900
+100
+6% +$38.2K 0.31% 70
2022
Q3
$643K Hold
1,800
0.3% 67
2022
Q2
$679K Hold
1,800
0.28% 70
2022
Q1
$813K Hold
1,800
0.29% 72
2021
Q4
$855K Hold
1,800
0.27% 72
2021
Q3
$772K Hold
1,800
0.25% 70
2021
Q2
$771K Hold
1,800
0.26% 69
2021
Q1
$713K Hold
1,800
0.27% 70
2020
Q4
$673K Sell
1,800
-100
-5% -$37.4K 0.24% 66
2020
Q3
$636K Buy
1,900
+6
+0.3% +$2.01K 0.26% 63
2020
Q2
$584K Hold
1,894
0.25% 66
2020
Q1
$488K Buy
1,894
+150
+9% +$38.6K 0.23% 71
2019
Q4
$561K Sell
1,744
-32
-2% -$10.3K 0.18% 82
2019
Q3
$527K Hold
1,776
0.17% 82
2019
Q2
$520K Sell
1,776
-125
-7% -$36.6K 0.19% 79
2019
Q1
$537K Sell
1,901
-274
-13% -$77.4K 0.22% 77
2018
Q4
$544K Hold
2,175
0.24% 80
2018
Q3
$632K Hold
2,175
0.25% 80
2018
Q2
$590K Hold
2,175
0.24% 82
2018
Q1
$572K Sell
2,175
-400
-16% -$105K 0.24% 84
2017
Q4
$687K Buy
2,575
+81
+3% +$21.6K 0.27% 77
2017
Q3
$627K Sell
2,494
-50
-2% -$12.6K 0.26% 83
2017
Q2
$625K Hold
2,544
0.26% 84
2017
Q1
$600K Hold
2,544
0.25% 86
2016
Q4
$569K Sell
2,544
-93
-4% -$20.8K 0.26% 83
2016
Q3
$570K Hold
2,637
0.25% 81
2016
Q2
$552K Buy
2,637
+93
+4% +$19.5K 0.24% 82
2016
Q1
$529K Hold
2,544
0.24% 81
2015
Q4
$484K Hold
2,544
0.24% 85
2015
Q3
$532K Hold
2,544
0.25% 83
2015
Q2
$524K Hold
2,544
0.24% 89
2015
Q1
$525K Hold
2,544
0.23% 85
2014
Q4
$523K Hold
2,544
0.23% 83
2014
Q3
$501K Hold
2,544
0.24% 85
2014
Q2
$498K Hold
2,544
0.25% 86
2014
Q1
$476K Hold
2,544
0.25% 89
2013
Q4
$470K Hold
2,544
0.25% 86
2013
Q3
$427K Hold
2,544
0.23% 89
2013
Q2
$408K Buy
+2,544
New +$408K 0.23% 86