Elm Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2022
         Q1  | $4.91M | Sell | 
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        2021
         Q4  | $10.7M | Sell | 
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        2021
         Q3  | $9.87M | Sell | 
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| 
        
          
      
        2021
         Q2  | $10.1M | Sell | 
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| 
        
          
      
        2021
         Q1  | $9.63M | Sell | 
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| 
        
          
      
        2020
         Q4  | $9.46M | Sell | 
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| 
        
          
      
        2020
         Q3  | $8.58M | Sell | 
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| 
        
          
      
        2020
         Q2  | $7.94M | Sell | 
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| 
        
          
      
        2020
         Q1  | $7.55M | Sell | 
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| 
        
          
      
        2019
         Q4  | $9.54M | Sell | 
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| 
        
          
      
        2019
         Q3  | $9.17M | Sell | 
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| 
        
          
      
        2019
         Q2  | $9.14M | Sell | 
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| 
        
          
      
        2019
         Q1  | $8.91M | Sell | 
         | 
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| 
        
          
      
        2018
         Q4  | $7.93M | Buy | 
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| 
        
          
      
        2018
         Q3  | $9.18M | Sell | 
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| 
        
          
      
        2018
         Q2  | $8.82M | Sell | 
         | 
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| 
        
          
      
        2018
         Q1  | $8.78M | Sell | 
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| 
        
          
      
        2017
         Q4  | $9M | Sell | 
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| 
        
          
      
        2017
         Q3  | $8.62M | Sell | 
         | 
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| 
        
          
      
        2017
         Q2  | $8.54M | Sell | 
         | 
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| 
        
          
      
        2017
         Q1  | $8.51M | Sell | 
         | 
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| 
        
          
      
        2016
         Q4  | $8.18M | Sell | 
         | 
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| 
        
          
      
        2016
         Q3  | $8M | Sell | 
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| 
        
          
      
        2016
         Q2  | $7.88M | Sell | 
         | 
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| 
        
          
      
        2016
         Q1  | $7.96M | Sell | 
         | 
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| 
        
          
      
        2015
         Q4  | $8.04M | Sell | 
         | 
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| 
        
          
      
        2015
         Q3  | $8.13M | Sell | 
         | 
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| 
        
          
      
        2015
         Q2  | $8.86M | Sell | 
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| 
        
          
      
        2015
         Q1  | $8.9M | Sell | 
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| 
        
          
      
        2014
         Q4  | $9.84M | Sell | 
         | 
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| 
        
          
      
        2014
         Q3  | $9.66M | Sell | 
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| 
        
          
      
        2014
         Q2  | $9.79M | Sell | 
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| 
        
          
      
        2014
         Q1  | $9.58M | Sell | 
         | 
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| 
        
          
      
        2013
         Q4  | $9.73M | Buy | 
         |