Holt Capital 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 | $3.96M | Sell |
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|
2025
Q2 | $3.71M | Buy |
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|
2025
Q1 | $3.31M | Buy |
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|
2024
Q4 | $3.39M | Buy |
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|
2024
Q3 | $2.82M | Buy |
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|
2024
Q2 | $2.66M | Sell |
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|
2024
Q1 | $2.6M | Hold |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $2.14M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $415K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $444K | Buy |
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