Independent Family Office’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
Q2 | $29.4M | Hold |
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|
2025
Q1 | $26.6M | Buy |
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|
2024
Q4 | $27.9M | Buy |
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|
2024
Q3 | $27.2M | Buy |
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|
2024
Q2 | $22.9M | Sell |
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|
2024
Q1 | $25.5M | Buy |
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|
2023
Q4 | $23.1M | Buy |
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|
2023
Q3 | $20.1M | Buy |
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|
2023
Q2 | $20.5M | Buy |
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|
2023
Q1 | $18.1M | Sell |
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|
2022
Q4 | $17.3M | Sell |
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|
2022
Q3 | $58.5M | Buy |
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|
2022
Q2 | $6.96K | Sell |
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|
2022
Q1 | $172M | Buy |
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|
2021
Q4 | $148M | Sell |
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|
2021
Q3 | $134M | Sell |
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|
2021
Q2 | $134M | Sell |
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|
2021
Q1 | $126M | Buy |
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|
2020
Q4 | $118M | Buy |
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|
2020
Q3 | $104M | Buy |
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|
2020
Q2 | $95.5M | Buy |
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|
2020
Q1 | $78.1M | Buy |
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|
2019
Q4 | $72.5M | Buy |
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