Crestwood Advisors Group’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
Q2 | $35.8M | Buy |
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|
2025
Q1 | $32.3M | Buy |
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|
2024
Q4 | $33.1M | Buy |
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|
2024
Q3 | $28.7M | Buy |
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|
2024
Q2 | $25.6M | Sell |
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|
2024
Q1 | $25M | Buy |
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|
2023
Q4 | $22M | Buy |
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|
2023
Q3 | $17.7M | Buy |
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|
2023
Q2 | $18.2M | Sell |
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|
2023
Q1 | $26.5M | Sell |
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|
2022
Q4 | $29M | Sell |
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|
2022
Q3 | $27.6M | Sell |
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|
2022
Q2 | $31M | Sell |
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|
2022
Q1 | $38.7M | Sell |
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|
2021
Q4 | $42.5M | Sell |
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|
2021
Q3 | $39.6M | Sell |
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|
2021
Q2 | $40.8M | Sell |
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|
2021
Q1 | $39.6M | Sell |
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|
2020
Q4 | $39.7M | Sell |
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|
2020
Q3 | $37.8M | Sell |
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|
2020
Q2 | $62.2M | Buy |
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|
2020
Q1 | $51M | Buy |
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|
2019
Q4 | $41.6M | Sell |
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|
2019
Q3 | $38.9M | Buy |
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|
2019
Q2 | $38.4M | Buy |
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|
2019
Q1 | $1.83M | Sell |
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|
2018
Q4 | $2.21M | Sell |
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|
2018
Q3 | $22.1M | Buy |
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|
2018
Q2 | $21.4M | Sell |
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|
2018
Q1 | $20.3M | Sell |
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|
2017
Q4 | $20.7M | Buy |
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|
2017
Q3 | $1.67M | Sell |
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|
2017
Q2 | $20.3M | Buy |
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|
2017
Q1 | $310K | Sell |
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|
2016
Q4 | $19.3M | Buy |
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|
2016
Q3 | $308K | Buy |
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|
2016
Q2 | $289K | Buy |
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|
2016
Q1 | $201K | Sell |
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|
2015
Q4 | $15.1M | Buy |
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|
2015
Q3 | $13.7M | Buy |
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|
2015
Q2 | $13.7M | Buy |
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|
2015
Q1 | $13.1M | Buy |
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|
2014
Q4 | $11.6M | Sell |
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|
2014
Q3 | $15.2M | Buy |
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|
2014
Q2 | $207K | Sell |
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|
2014
Q1 | $19.8M | Buy |
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|
2013
Q4 | $18.7M | Buy |
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|
2013
Q3 | $1.83M | Sell |
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|
2013
Q2 | $17.8M | Buy |
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