Integrated Investment Consultants’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 | $998K | Buy |
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|
2025
Q2 | $887K | Sell |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $802K | Buy |
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|
2024
Q2 | $729K | Hold |
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|
2024
Q1 | $729K | Buy |
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|
2023
Q4 | $651K | Buy |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $617K | Sell |
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|
2022
Q4 | $930K | Buy |
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|
2022
Q3 | $851K | Buy |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $465K | Hold |
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|
2021
Q4 | $489K | Sell |
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|
2021
Q3 | $727K | Hold |
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|
2021
Q2 | $726K | Sell |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $649K | Sell |
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|
2020
Q3 | $634K | Buy |
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|
2020
Q2 | $592K | Buy |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $14.5M | Buy |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $384K | Buy |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $305K | Buy |
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|
2018
Q3 | $279K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $13.8M | Buy |
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|
2017
Q3 | $11.5M | Hold |
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|
2017
Q2 | $11.1M | Buy |
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|
2017
Q1 | $10.8M | Hold |
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|
2016
Q4 | $10.3M | Hold |
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|
2016
Q3 | $9.77M | Hold |
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|
2016
Q2 | $9.61M | Buy |
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|
2016
Q1 | $9.33M | Buy |
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|
2015
Q4 | $6.72M | Buy |
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