Eliot Finkel Investment Counsel’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Hold |
645
| – | – | 0.26% | 32 |
|
|
2025
Q1 | $361K | Hold |
645
| – | – | 0.25% | 30 |
|
|
2024
Q4 | $378K | Hold |
645
| – | – | 0.24% | 33 |
|
|
2024
Q3 | $370K | Hold |
645
| – | – | 0.23% | 31 |
|
|
2024
Q2 | $351K | Hold |
645
| – | – | 0.23% | 30 |
|
|
2024
Q1 | $337K | Hold |
645
| – | – | 0.22% | 29 |
|
|
2023
Q4 | $307K | Hold |
645
| – | – | 0.21% | 30 |
|
|
2023
Q3 | $276K | Buy |
+645
| New | +$276K | 0.19% | 32 |
|