Essex 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $47.5K | Hold |
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|
2024
Q3 | $46.5K | Hold |
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|
2024
Q2 | $44.1K | Hold |
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|
2024
Q1 | $42.4K | Sell |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $672K | Sell |
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|
2023
Q1 | $929K | Sell |
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $28K | Sell |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q3 | $29K | Sell |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q3 | $11K | Buy |
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