Emerson Investment 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
2016
Q1
$1.19M Sell
2015
Q4
$1.96M Buy
2015
Q3
$1.22M Buy
2015
Q2
$1.3M Buy
2015
Q1
$1.3M Buy
2014
Q4
$1.27M Sell
2014
Q3
$1.25M Sell
2014
Q2
$1.25M Buy
2014
Q1
$912K Sell
2013
Q4
$1.02M Sell
2013
Q3
$938K Buy
2013
Q2
$452K Buy