Clear Investment Research’s State Street 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
2026 Q1	$302K	Hold	465	–	–	0.47%	45
2025 Q4	$317K	Hold	465	–	–	0.53%	46
2025 Q3	$310K	Sell	465 -28	-6%	-$17.9K	0.42%	50
2025 Q2	$305K	Hold	493	–	–	0.38%	47
2025 Q1	$276K	Hold	493	–	–	0.37%	48
2024 Q4	$289K	Hold	493	–	–	0.37%	47
2024 Q3	$283K	Buy	493 +30	+6%	+$16.6K	0.37%	47
2024 Q2	$252K	Buy	463 +126	+37%	+$65.9K	0.33%	45
2024 Q1	$176K	Hold	337	–	–	0.24%	56
2023 Q4	$160K	Hold	337	–	–	0.23%	59
2023 Q3	$144K	Buy	337 +87	+35%	+$38.7K	0.25%	54
2023 Q2	$111K	Buy	250 +183	+273%	+$76.8K	0.19%	64
2023 Q1	$27.4K	Buy	67 +37	+123%	+$14.8K	0.05%	103
2022 Q4	$11K	Hold	30	–	–	0.02%	120
2022 Q3	$11K	Buy	+30	New	+$11.9K	0.02%	119