Great Diamond Partners’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 | $15.7M | Buy |
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|
2025
Q2 | $14.3M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $8.45M | Buy |
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|
2024
Q3 | $6.49M | Sell |
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|
2024
Q2 | $6.61M | Sell |
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|
2024
Q1 | $6.44M | Sell |
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|
2023
Q4 | $8.07M | Buy |
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|
2023
Q3 | $780K | Buy |
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|
2023
Q2 | $672K | Hold |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $6.08M | Buy |
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|
2022
Q3 | $2.86M | Sell |
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|
2022
Q2 | $3.04M | Sell |
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|
2022
Q1 | $3.94M | Buy |
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|
2021
Q4 | $3.88M | Buy |
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|
2021
Q3 | $3.4M | Buy |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $3.98M | Buy |
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|
2020
Q3 | $3.51M | Buy |
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|
2020
Q2 | $3.21M | Sell |
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|
2020
Q1 | $2.75M | Sell |
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|
2019
Q4 | $8.33M | Buy |
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