Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $142M | Sell |
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|
2024
Q3 | $154M | Sell |
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|
2024
Q2 | $148M | Sell |
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|
2024
Q1 | $145M | Sell |
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|
2023
Q4 | $133M | Buy |
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|
2023
Q3 | $120M | Sell |
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|
2023
Q2 | $125M | Sell |
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|
2023
Q1 | $120M | Buy |
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|
2022
Q4 | $111M | Buy |
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|
2022
Q3 | $98.1M | Sell |
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|
2022
Q2 | $104M | Sell |
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|
2022
Q1 | $130M | Sell |
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|
2021
Q4 | $140M | Sell |
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|
2021
Q3 | $127M | Sell |
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|
2021
Q2 | $128M | Sell |
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|
2021
Q1 | $121M | Sell |
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|
2020
Q4 | $118M | Hold |
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|
2020
Q3 | $107M | Buy |
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|
2020
Q2 | $96.7M | Buy |
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|
2020
Q1 | $80.7M | Sell |
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|
2019
Q4 | $104M | Sell |
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|
2019
Q3 | $98.3M | Sell |
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|
2019
Q2 | $99.3M | Buy |
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|
2019
Q1 | $91.2M | Buy |
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|
2018
Q4 | $80.2M | Buy |
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|
2018
Q3 | $93.2M | Buy |
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|
2018
Q2 | $85.9M | Sell |
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|
2018
Q1 | $85.6M | Buy |
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|
2017
Q4 | $85.1M | Sell |
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|
2017
Q3 | $81.5M | Sell |
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|
2017
Q2 | $80.1M | Buy |
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|
2017
Q1 | $77.7M | Buy |
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|
2016
Q4 | $72.2M | Sell |
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|
2016
Q3 | $71.5M | Sell |
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|
2016
Q2 | $70.7M | Sell |
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|
2016
Q1 | $75.4M | Sell |
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|
2015
Q4 | $74.8M | Buy |
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|
2015
Q3 | $49.4M | Sell |
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|
2015
Q2 | $53.5M | Sell |
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|
2015
Q1 | $53.7M | Buy |
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|
2014
Q4 | $53.2M | Sell |
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|
2014
Q3 | $59.3M | Buy |
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|
2014
Q2 | $57.9M | Sell |
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|
2014
Q1 | $55.6M | Sell |
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|
2013
Q4 | $61.4M | Sell |
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|
2013
Q3 | $59.8M | Sell |
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|
2013
Q2 | $63.3M | Buy |
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