Dixon Mitchell Investment Counsel’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
$257K Sell
2025
Q1
$255K Buy
2024
Q4
$244K Hold
2024
Q3
$239K Hold
2024
Q2
$227K Hold
2024
Q1
$218K Sell
2023
Q4
$762K Buy
2023
Q3
$235K Buy