Independent Investors Inc’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
1,972
| – | – | 0.27% | 38 |
|
|
2025
Q1 | $1.1M | Sell |
1,972
-117
| -6% | -$65.4K | 0.23% | 43 |
|
|
2024
Q4 | $1.22M | Hold |
2,089
| – | – | 0.24% | 40 |
|
|
2024
Q3 | $1.2M | Buy |
2,089
+334
| +19% | +$192K | 0.24% | 40 |
|
|
2024
Q2 | $955K | Hold |
1,755
| – | – | 0.21% | 43 |
|
|
2024
Q1 | $918K | Hold |
1,755
| – | – | 0.22% | 45 |
|
|
2023
Q4 | $834K | Hold |
1,755
| – | – | 0.19% | 44 |
|
|
2023
Q3 | $750K | Buy |
1,755
+94
| +6% | +$40.2K | 0.19% | 47 |
|
|
2023
Q2 | $736K | Hold |
1,661
| – | – | 0.17% | 44 |
|
|
2023
Q1 | $680K | Buy |
1,661
+50
| +3% | +$20.5K | 0.17% | 50 |
|
|
2022
Q4 | $616K | Hold |
1,611
| – | – | 0.17% | 51 |
|
|
2022
Q3 | $575K | Hold |
1,611
| – | – | 0.16% | 51 |
|
|
2022
Q2 | $608K | Hold |
1,611
| – | – | 0.16% | 51 |
|
|
2022
Q1 | $728K | Hold |
1,611
| – | – | 0.16% | 51 |
|
|
2021
Q4 | $765K | Hold |
1,611
| – | – | 0.16% | 54 |
|
|
2021
Q3 | $691K | Hold |
1,611
| – | – | 0.17% | 53 |
|
|
2021
Q2 | $690K | Hold |
1,611
| – | – | 0.17% | 54 |
|
|
2021
Q1 | $638K | Hold |
1,611
| – | – | 0.17% | 57 |
|
|
2020
Q4 | $602K | Buy |
+1,611
| New | +$602K | 0.16% | 54 |
|