ESL Trust Services’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 | $1.42M | Sell |
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|
2025
Q2 | $1.38M | Hold |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.35M | Hold |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.21M | Hold |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.4M | Hold |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $766K | Sell |
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|
2022
Q4 | $719K | Hold |
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|
2022
Q3 | $671K | Hold |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $853K | Sell |
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|
2021
Q4 | $955K | Sell |
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|
2021
Q3 | $874K | Sell |
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|
2021
Q2 | $922K | Sell |
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|
2021
Q1 | $899K | Sell |
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|
2020
Q4 | $856K | Hold |
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|
2020
Q3 | $767K | Hold |
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|
2020
Q2 | $706K | Hold |
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|
2020
Q1 | $599K | Sell |
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|
2019
Q4 | $769K | Buy |
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