Harrell Investment 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 | $700K | Hold |
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|
2025
Q2 | $649K | Hold |
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|
2025
Q1 | $588K | Hold |
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|
2024
Q4 | $616K | Hold |
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|
2024
Q3 | $603K | Hold |
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|
2024
Q2 | $572K | Hold |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $386K | Buy |
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