Godshalk Welsh Capital Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Godshalk Welsh Capital Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Hold	1,875	–	–	0.71%	45
2025 Q1	$1.05M	Hold	1,875	–	–	0.69%	50
2024 Q4	$1.1M	Hold	1,875	–	–	0.71%	48
2024 Q3	$1.08M	Hold	1,875	–	–	0.68%	47
2024 Q2	$1.02M	Hold	1,875	–	–	0.68%	47
2024 Q1	$981K	Hold	1,875	–	–	0.66%	54
2023 Q4	$891K	Hold	1,875	–	–	0.64%	54
2023 Q3	$802K	Hold	1,875	–	–	0.61%	59
2023 Q2	$831K	Hold	1,875	–	–	0.57%	62
2023 Q1	$768K	Hold	1,875	–	–	0.54%	65
2022 Q4	$717K	Hold	1,875	–	–	0.52%	69
2022 Q3	$670K	Hold	1,875	–	–	0.49%	66
2022 Q2	$707K	Hold	1,875	–	–	0.51%	69
2022 Q1	$847K	Hold	1,875	–	–	0.52%	62
2021 Q4	$891K	Sell	1,875 -25	-1%	-$11.9K	0.51%	65
2021 Q3	$815K	Hold	1,900	–	–	0.51%	64
2021 Q2	$827K	Hold	1,900	–	–	0.51%	63
2021 Q1	$753K	Hold	1,900	–	–	0.52%	63
2020 Q4	$710K	Sell	1,900 -35	-2%	-$13.1K	0.52%	64
2020 Q3	$648K	Hold	1,935	–	–	0.55%	63
2020 Q2	$597K	Hold	1,935	–	–	0.56%	64
2020 Q1	$499K	Hold	1,935	–	–	0.54%	67
2019 Q4	$623K	Sell	1,935 -28	-1%	-$9.02K	0.51%	71
2019 Q3	$583K	Hold	1,963	–	–	0.52%	70
2019 Q2	$575K	Hold	1,963	–	–	0.53%	68
2019 Q1	$555K	Hold	1,963	–	–	0.53%	68
2018 Q4	$491K	Sell	1,963 -210	-10%	-$52.5K	0.55%	69
2018 Q3	$632K	Sell	2,173 -50	-2%	-$14.5K	0.62%	63
2018 Q2	$603K	Hold	2,223	–	–	0.63%	65
2018 Q1	$585K	Hold	2,223	–	–	0.63%	65
2017 Q4	$593K	Hold	2,223	–	–	0.6%	64
2017 Q3	$558K	Hold	2,223	–	–	0.56%	69
2017 Q2	$538K	Hold	2,223	–	–	0.53%	72
2017 Q1	$524K	Hold	2,223	–	–	0.51%	73
2016 Q4	$497K	Hold	2,223	–	–	0.51%	72
2016 Q3	$481K	Hold	2,223	–	–	0.5%	78
2016 Q2	$466K	Hold	2,223	–	–	0.49%	82
2016 Q1	$457K	Hold	2,223	–	–	0.47%	83
2015 Q4	$453K	Buy	2,223 +473	+27%	+$96.4K	0.47%	87
2015 Q3	$335K	Hold	1,750	–	–	0.37%	100
2015 Q2	$360K	Hold	1,750	–	–	0.37%	98
2015 Q1	$361K	Hold	1,750	–	–	0.37%	96
2014 Q4	$360K	Buy	+1,750	New	+$360K	0.33%	103