DF Dent & Co’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 | Hold |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $339K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $242K | Sell |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $332K | Buy |
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