FineMark National Bank & Trust’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 | $170M | Sell |
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|
2025
Q1 | $156M | Sell |
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|
2024
Q4 | $167M | Sell |
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|
2024
Q3 | $164M | Sell |
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|
2024
Q2 | $158M | Sell |
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|
2024
Q1 | $154M | Buy |
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|
2023
Q4 | $137M | Buy |
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|
2023
Q3 | $123M | Sell |
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|
2023
Q2 | $130M | Buy |
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|
2023
Q1 | $119M | Sell |
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|
2022
Q4 | $112M | Buy |
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|
2022
Q3 | $104M | Buy |
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|
2022
Q2 | $109M | Buy |
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|
2022
Q1 | $126M | Sell |
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|
2021
Q4 | $136M | Buy |
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|
2021
Q3 | $120M | Sell |
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|
2021
Q2 | $124M | Sell |
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|
2021
Q1 | $119M | Sell |
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|
2020
Q4 | $115M | Buy |
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|
2020
Q3 | $100M | Buy |
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|
2020
Q2 | $89.6M | Sell |
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|
2020
Q1 | $80.1M | Sell |
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|
2019
Q4 | $102M | Buy |
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|
2019
Q3 | $92M | Sell |
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|
2019
Q2 | $93.7M | Buy |
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|
2019
Q1 | $88.6M | Sell |
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|
2018
Q4 | $79.3M | Sell |
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|
2018
Q3 | $97M | Sell |
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|
2018
Q2 | $97M | Buy |
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|
2018
Q1 | $90.7M | Buy |
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|
2017
Q4 | $80.4M | Sell |
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|
2017
Q3 | $75.9M | Sell |
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|
2017
Q2 | $73.2M | Sell |
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|
2017
Q1 | $72.2M | Buy |
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|
2016
Q4 | $65.5M | Buy |
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|
2016
Q3 | $54.7M | Buy |
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|
2016
Q2 | $48.9M | Buy |
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|
2016
Q1 | $45M | Buy |
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|
2015
Q4 | $42.9M | Buy |
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|
2015
Q3 | $35.9M | Buy |
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|
2015
Q2 | $35.6M | Buy |
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|
2015
Q1 | $31.2M | Buy |
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|
2014
Q4 | $30.2M | Buy |
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|
2014
Q3 | $25.4M | Buy |
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|
2014
Q2 | $21.8M | Buy |
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|
2014
Q1 | $18.7M | Buy |
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|
2013
Q4 | $16M | Buy |
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|
2013
Q3 | $10.6M | Buy |
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|
2013
Q2 | $8.27M | Buy |
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