Empirical Wealth 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
Q2 | $60.5M | Buy |
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|
2025
Q1 | $51.2M | Buy |
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|
2024
Q4 | $52.7M | Sell |
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|
2024
Q3 | $53.2M | Buy |
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|
2024
Q2 | $50.4M | Sell |
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|
2024
Q1 | $48.6M | Sell |
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|
2023
Q4 | $44.8M | Sell |
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|
2023
Q3 | $40.7M | Sell |
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|
2023
Q2 | $42.9M | Sell |
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|
2023
Q1 | $40M | Buy |
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|
2022
Q4 | $36.9M | Sell |
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|
2022
Q3 | $34.6M | Sell |
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|
2022
Q2 | $37M | Buy |
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|
2022
Q1 | $43.3M | Buy |
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|
2021
Q4 | $45M | Sell |
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|
2021
Q3 | $41.1M | Sell |
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|
2021
Q2 | $41.1M | Buy |
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|
2021
Q1 | $10M | Sell |
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|
2020
Q4 | $32.7M | Sell |
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|
2020
Q3 | $30M | Sell |
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|
2020
Q2 | $27.8M | Buy |
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|
2020
Q1 | $22M | Buy |
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|
2019
Q4 | $13.6M | Buy |
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|
2019
Q3 | $11.7M | Buy |
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|
2019
Q2 | $11.4M | Sell |
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|
2019
Q1 | $11M | Sell |
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|
2018
Q4 | $9.89M | Buy |
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|
2018
Q3 | $3.88M | Buy |
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|
2018
Q2 | $3.13M | Sell |
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|
2018
Q1 | $3.48M | Buy |
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|
2017
Q4 | $3.2M | Buy |
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|
2017
Q3 | $1.3M | Sell |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | $1.2M | Buy |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $964K | Sell |
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|
2016
Q2 | $1.13M | Sell |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $1.16M | Buy |
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|
2015
Q3 | $1.08M | Buy |
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|
2015
Q2 | $1.15M | Buy |
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|
2015
Q1 | $1.1M | Sell |
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|
2014
Q4 | $1.13M | Buy |
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|
2014
Q3 | $969K | Sell |
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|
2014
Q2 | $990K | Buy |
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|
2014
Q1 | $600K | Sell |
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|
2013
Q4 | $684K | Buy |
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|
2013
Q3 | $267K | Buy |
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|
2013
Q2 | $234K | Buy |
|