Israel Discount Bank of New York’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 | $249K | Sell |
403
-78,560
| -99% | -$48.5M | 0.95% | 28 |
|
|
2025
Q1 | $44.2M | Buy |
78,963
+2,518
| +3% | +$1.41M | 33.95% | 1 |
|
|
2024
Q4 | $44.8M | Buy |
+76,445
| New | +$44.8M | 32.6% | 1 |
|
|
2019
Q2 | – | Sell |
-1,100
| Closed | -$311K | – | 321 |
|
|
2019
Q1 | $311K | Sell |
1,100
-932
| -46% | -$264K | 0.21% | 75 |
|
|
2018
Q4 | $508K | Hold |
2,032
| – | – | 0.39% | 53 |
|
|
2018
Q3 | $591K | Buy |
2,032
+1,532
| +306% | +$446K | 0.39% | 58 |
|
|
2018
Q2 | $136K | Hold |
500
| – | – | 0.09% | 102 |
|
|
2018
Q1 | $132K | Hold |
500
| – | – | 0.09% | 104 |
|
|
2017
Q4 | $133K | Sell |
500
-100
| -17% | -$26.6K | 0.09% | 101 |
|
|
2017
Q3 | $151K | Buy |
600
+395
| +193% | +$99.4K | 0.11% | 90 |
|
|
2017
Q2 | $50K | Sell |
205
-500
| -71% | -$122K | 0.04% | 253 |
|
|
2017
Q1 | $166K | Sell |
705
-577
| -45% | -$136K | 0.14% | 87 |
|
|
2016
Q4 | $287K | Buy |
+1,282
| New | +$287K | 0.26% | 74 |
|