Donaldson Capital Management’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 | $3.82M | Buy |
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|
2025
Q2 | $3.46M | Sell |
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|
2025
Q1 | $4.5M | Sell |
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|
2024
Q4 | $5.77M | Buy |
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|
2024
Q3 | $4.14M | Sell |
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|
2024
Q2 | $4.09M | Buy |
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|
2024
Q1 | $3.89M | Buy |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $3.62M | Sell |
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|
2023
Q2 | $3.81M | Sell |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $3.31M | Sell |
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|
2022
Q3 | $3.28M | Sell |
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|
2022
Q2 | $3.6M | Sell |
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|
2022
Q1 | $4.35M | Buy |
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|
2021
Q4 | $4.43M | Buy |
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|
2021
Q3 | $3.94M | Sell |
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|
2021
Q2 | $3.95M | Buy |
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|
2021
Q1 | $3.39M | Buy |
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|
2020
Q4 | $3.16M | Buy |
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|
2020
Q3 | $2.81M | Buy |
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|
2020
Q2 | $2.55M | Sell |
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|
2020
Q1 | $2.28M | Sell |
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|
2019
Q4 | $3.07M | Sell |
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|
2019
Q3 | $2.91M | Buy |
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