Family 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 | $26.3M | Buy |
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|
2025
Q1 | $23M | Buy |
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|
2024
Q4 | $22.7M | Sell |
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|
2024
Q3 | $23.1M | Buy |
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|
2024
Q2 | $20.8M | Buy |
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|
2024
Q1 | $19.5M | Sell |
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|
2023
Q4 | $23.5M | Sell |
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|
2023
Q3 | $21.4M | Buy |
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|
2023
Q2 | $14.2M | Buy |
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|
2023
Q1 | $6.12M | Buy |
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|
2022
Q4 | $5.68M | Buy |
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|
2022
Q3 | $4.43M | Buy |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q3 | $3.44M | Buy |
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|
2021
Q2 | $3.41M | Buy |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $2.87M | Sell |
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|
2020
Q3 | $2.77M | Sell |
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|
2020
Q2 | $3.06M | Sell |
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|
2020
Q1 | $2.58M | Buy |
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|
2019
Q4 | $2.95M | Buy |
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|
2019
Q3 | $2.7M | Buy |
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|
2019
Q2 | $2.65M | Buy |
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|
2019
Q1 | $2.36M | Sell |
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|
2018
Q4 | $7.75M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $318K | Buy |
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|
2015
Q4 | $246K | Sell |
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|
2015
Q3 | $442K | Buy |
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|
2015
Q2 | $266K | Buy |
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|
2015
Q1 | $252K | Hold |
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|
2014
Q4 | $251K | Hold |
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|
2014
Q3 | $240K | Hold |
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|
2014
Q2 | $239K | Hold |
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|
2014
Q1 | $228K | Buy |
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|
2013
Q4 | $221K | Buy |
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