Hummer Financial Advisory Services’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
$22.4M Sell
2025
Q2
$20.8M Hold
2025
Q1
$18.9M Buy
2024
Q4
$19.7M Hold
2024
Q3
$19.3M Sell
2024
Q2
$18.3M Sell
2024
Q1
$17.8M Buy
2023
Q4
$15.9M Hold
2023
Q3
$14.3M Hold
2023
Q2
$14.9M Hold
2023
Q1
$13.7M Sell
2022
Q4
$12.9M Sell
2022
Q3
$12.1M Sell
2022
Q2
$12.8M Hold
2022
Q1
$15.3M Buy
2021
Q4
$16M Sell
2021
Q3
$14.7M Hold
2021
Q2
$14.7M Hold
2021
Q1
$13.6M Buy
2020
Q4
$12.6M Sell
2020
Q3
$11.6M Buy
2020
Q2
$10.7M Sell
2020
Q1
$9.37M Buy
2019
Q4
$11.6M Buy