Dean Jacobson Financial Services’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 | $49M | Sell |
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|
2025
Q1 | $54.6M | Sell |
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|
2024
Q4 | $58.7M | Sell |
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|
2024
Q3 | $57.5M | Sell |
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|
2024
Q2 | $55.9M | Sell |
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|
2024
Q1 | $53.9M | Sell |
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|
2023
Q4 | $49.4M | Buy |
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|
2023
Q3 | $43.4M | Buy |
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|
2023
Q2 | $44.5M | Sell |
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|
2023
Q1 | $41.3M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $49.4M | Buy |
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