Guardian Capital 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
Q3 | $6.37M | Sell |
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|
2024
Q2 | $6.29M | Sell |
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|
2024
Q1 | $5.89M | Buy |
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|
2023
Q4 | $5.53M | Buy |
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|
2023
Q3 | $5.03M | Buy |
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|
2023
Q2 | $5.14M | Sell |
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|
2023
Q1 | $4.73M | Buy |
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|
2022
Q4 | $4.51M | Sell |
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|
2022
Q3 | $4.11M | Buy |
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|
2022
Q2 | $4.33M | Sell |
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|
2022
Q1 | $5.09M | Sell |
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|
2021
Q4 | $5.48M | Sell |
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|
2021
Q3 | $5.48M | Buy |
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|
2021
Q2 | $5.37M | Sell |
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|
2021
Q1 | $5.15M | Sell |
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|
2020
Q4 | $4.68M | Sell |
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|
2020
Q3 | $4.5M | Sell |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $2.37M | Sell |
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|
2019
Q4 | $4.55M | Sell |
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|
2019
Q3 | $5.69M | Buy |
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|
2019
Q2 | $4.96M | Buy |
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|
2019
Q1 | $3.94M | Sell |
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|
2018
Q4 | $5.75M | Buy |
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|
2018
Q3 | $3.95M | Sell |
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|
2018
Q2 | $8.08M | Sell |
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|
2018
Q1 | $8.08M | Buy |
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|
2017
Q4 | $3.77M | Buy |
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|
2017
Q3 | $3.35M | Buy |
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|
2017
Q2 | $2.9M | Buy |
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|
2017
Q1 | $2.75M | Buy |
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|
2016
Q4 | $2.61M | Buy |
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|
2016
Q3 | $2.49M | Sell |
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|
2016
Q2 | $2.41M | Buy |
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|
2016
Q1 | $2.36M | Sell |
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|
2015
Q4 | $2.33M | Hold |
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|
2015
Q3 | $2.23M | Hold |
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|
2015
Q2 | $2.48M | Sell |
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|
2015
Q1 | $3.03M | Buy |
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|
2014
Q4 | $2.81M | Sell |
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|
2014
Q3 | $2.84M | Sell |
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|
2014
Q2 | $2.68M | Hold |
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|
2014
Q1 | $2.56M | Buy |
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|
2013
Q4 | $2.49M | Sell |
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|
2013
Q3 | $2.28M | Sell |
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|
2013
Q2 | $2.3M | Buy |
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