GIA
GHP Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
1,497
-29
| -2% | -$17.9K | 0.04% | 273 |
|
|
2025
Q1 | $854K | Sell |
1,526
-8
| -0.5% | -$4.48K | 0.04% | 272 |
|
|
2024
Q4 | $899K | Buy |
1,534
+23
| +2% | +$13.5K | 0.04% | 272 |
|
|
2024
Q3 | $867K | Sell |
1,511
-554
| -27% | -$318K | 0.04% | 271 |
|
|
2024
Q2 | $1.12M | Buy |
2,065
+332
| +19% | +$181K | 0.06% | 258 |
|
|
2024
Q1 | $907K | Buy |
1,733
+51
| +3% | +$26.7K | 0.04% | 276 |
|
|
2023
Q4 | $799K | Buy |
1,682
+495
| +42% | +$235K | 0.04% | 279 |
|
|
2023
Q3 | $512K | Sell |
1,187
-52
| -4% | -$22.4K | 0.03% | 300 |
|
|
2023
Q2 | $552K | Buy |
1,239
+185
| +18% | +$82.4K | 0.03% | 300 |
|
|
2023
Q1 | $431K | Sell |
1,054
-33
| -3% | -$13.5K | 0.03% | 310 |
|
|
2022
Q4 | $416K | Buy |
1,087
+24
| +2% | +$9.17K | 0.03% | 311 |
|
|
2022
Q3 | $380K | Buy |
1,063
+9
| +0.9% | +$3.22K | 0.03% | 307 |
|
|
2022
Q2 | $398K | Sell |
1,054
-65
| -6% | -$24.5K | 0.03% | 300 |
|
|
2022
Q1 | $505K | Buy |
1,119
+72
| +7% | +$32.5K | 0.03% | 288 |
|
|
2021
Q4 | $497K | Buy |
1,047
+10
| +1% | +$4.75K | 0.04% | 251 |
|
|
2021
Q3 | $445K | Hold |
1,037
| – | – | 0.04% | 242 |
|
|
2021
Q2 | $444K | Buy |
1,037
+158
| +18% | +$67.6K | 0.04% | 237 |
|
|
2021
Q1 | $348K | Buy |
879
+42
| +5% | +$16.6K | 0.03% | 249 |
|
|
2020
Q4 | $313K | Sell |
837
-115
| -12% | -$43K | 0.03% | 244 |
|
|
2020
Q3 | $319K | Buy |
952
+1
| +0.1% | +$335 | 0.04% | 237 |
|
|
2020
Q2 | $293K | Sell |
951
-4
| -0.4% | -$1.23K | 0.04% | 242 |
|
|
2020
Q1 | $246K | Hold |
955
| – | – | 0.04% | 256 |
|
|
2019
Q4 | $307K | Buy |
+955
| New | +$307K | 0.03% | 265 |
|