Financial Planning & Information 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $577K | Hold |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $501K | Hold |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $561K | Hold |
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|
2022
Q1 | $672K | Buy |
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|
2021
Q4 | $704K | Sell |
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|
2021
Q3 | $657K | Buy |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $611K | Sell |
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|
2020
Q4 | $585K | Buy |
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|
2020
Q3 | $524K | Sell |
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|
2020
Q2 | $515K | Sell |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $551K | Hold |
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|
2019
Q3 | $508K | Buy |
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|
2019
Q2 | $401K | Sell |
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|
2019
Q1 | $406K | Sell |
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|
2018
Q4 | $373K | Sell |
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|
2018
Q3 | $447K | Buy |
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|
2018
Q2 | $417K | Hold |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $453K | Buy |
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|
2017
Q3 | $424K | Sell |
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|
2017
Q2 | $421K | Sell |
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|
2017
Q1 | $442K | Hold |
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|
2016
Q4 | $419K | Hold |
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|
2016
Q3 | $406K | Buy |
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|
2016
Q2 | $393K | Hold |
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|
2016
Q1 | $385K | Hold |
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|
2015
Q4 | $382K | Sell |
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|
2015
Q3 | $378K | Hold |
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|
2015
Q2 | $407K | Sell |
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|
2015
Q1 | $436K | Hold |
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|
2014
Q4 | $416K | Hold |
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|
2014
Q3 | $416K | Sell |
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|
2014
Q2 | $447K | Buy |
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|
2014
Q1 | $423K | Sell |
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|
2013
Q4 | $430K | Buy |
|