Exeter Financial’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 | $745K | Hold |
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|
2025
Q2 | $691K | Hold |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $680K | Sell |
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|
2024
Q3 | $668K | Hold |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $569K | Hold |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $802K | Hold |
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|
2023
Q1 | $742K | Buy |
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|
2022
Q4 | $641K | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $567K | Sell |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $540K | Hold |
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|
2021
Q2 | $546K | Hold |
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|
2021
Q1 | $499K | Buy |
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|
2020
Q4 | $470K | Hold |
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|
2020
Q3 | $421K | Hold |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $320K | Hold |
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|
2019
Q4 | $399K | Hold |
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|
2019
Q3 | $368K | Hold |
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|
2019
Q2 | $363K | Hold |
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|
2019
Q1 | $350K | Hold |
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|
2018
Q4 | $310K | Hold |
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|
2018
Q3 | $360K | Sell |
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|
2018
Q2 | $343K | Sell |
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|
2018
Q1 | $382K | Buy |
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|
2017
Q4 | $338K | Buy |
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