Cranbrook Wealth 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 | $2.42M | Buy |
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|
2025
Q2 | $2.23M | Sell |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.6M | Hold |
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|
2023
Q3 | $1.44M | Hold |
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|
2023
Q2 | $1.49M | Hold |
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|
2023
Q1 | $1.38M | Hold |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.21M | Hold |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.54M | Hold |
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|
2021
Q4 | $1.61M | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $461K | Buy |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $402K | Hold |
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|
2020
Q3 | $360K | Hold |
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|
2020
Q2 | $332K | Sell |
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|
2020
Q1 | $546K | Hold |
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|
2019
Q4 | $682K | Hold |
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|
2019
Q3 | $629K | Buy |
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|
2019
Q2 | $560K | Buy |
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|
2019
Q1 | $524K | Buy |
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|
2018
Q4 | $372K | Buy |
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|
2018
Q3 | $36K | Hold |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $33K | Hold |
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|
2017
Q4 | $33K | Buy |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $7K | Hold |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $8K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $7K | Buy |
|