Davidson Investment 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 | $258K | Hold |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $713K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.59M | Buy |
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|
2018
Q3 | $233K | Hold |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $213K | Hold |
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|
2017
Q3 | $200K | Hold |
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|
2017
Q2 | $193K | Hold |
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|
2017
Q1 | $188K | Hold |
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|
2016
Q4 | $178K | Hold |
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|
2016
Q3 | $173K | Hold |
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|
2016
Q2 | $167K | Hold |
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|
2016
Q1 | $164K | Buy |
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