Court Place Advisors’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 | $270K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $498K | Sell |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $483K | Hold |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | $421K | Buy |
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|
2020
Q3 | $376K | Buy |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $341K | Buy |
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|
2019
Q2 | $335K | Buy |
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|
2019
Q1 | $317K | Sell |
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|
2018
Q4 | $301K | Buy |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | $315K | Buy |
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|
2018
Q1 | $300K | Sell |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $296K | Sell |
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|
2017
Q2 | $291K | Buy |
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|
2017
Q1 | $283K | Buy |
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|
2016
Q4 | $256K | Buy |
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|
2016
Q3 | $248K | Buy |
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|
2016
Q2 | $239K | Buy |
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|
2016
Q1 | $231K | Buy |
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|
2015
Q4 | $228K | Buy |
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|
2015
Q3 | $214K | Buy |
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|
2015
Q2 | $230K | Buy |
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|
2015
Q1 | $230K | Buy |
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|
2014
Q4 | $228K | Buy |
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|
2014
Q3 | $213K | Sell |
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|
2014
Q2 | $225K | Buy |
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|
2014
Q1 | $214K | Sell |
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|
2013
Q4 | $215K | Buy |
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