Frank Rimerman Advisors’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 | $49.6M | Buy |
|
|||||
|
2025
Q2 | $45.8M | Sell |
|
|||||
|
2025
Q1 | $42M | Sell |
|
|||||
|
2024
Q4 | $46.2M | Buy |
|
|||||
|
2024
Q3 | $45M | Sell |
|
|||||
|
2024
Q2 | $42.7M | Sell |
|
|||||
|
2024
Q1 | $42M | Buy |
|
|||||
|
2023
Q4 | $37.5M | Buy |
|
|||||
|
2023
Q3 | $32.9M | Buy |
|
|||||
|
2023
Q2 | $32.4M | Buy |
|
|||||
|
2023
Q1 | $28.6M | Buy |
|
|||||
|
2022
Q4 | $23.8M | Sell |
|
|||||
|
2022
Q3 | $22.9M | Buy |
|
|||||
|
2022
Q2 | $24.1M | Sell |
|
|||||
|
2022
Q1 | $32.7M | Buy |
|
|||||
|
2021
Q4 | $33.6M | Buy |
|
|||||
|
2021
Q3 | $30.3M | Sell |
|
|||||
|
2021
Q2 | $31.6M | Buy |
|
|||||
|
2021
Q1 | $28.5M | Buy |
|
|||||
|
2020
Q4 | $26.5M | Buy |
|