J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $955M | Sell |
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|
2023
Q2 | $1.08B | Sell |
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|
2023
Q1 | $1.96B | Sell |
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|
2022
Q4 | $1.94B | Buy |
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|
2022
Q3 | $1.59B | Buy |
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|
2022
Q2 | $1.65B | Buy |
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|
2022
Q1 | $1.97B | Buy |
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|
2021
Q4 | $2.05B | Buy |
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|
2021
Q3 | $1.65B | Buy |
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|
2021
Q2 | $1.55B | Buy |
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|
2021
Q1 | $1.34B | Sell |
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|
2020
Q4 | $1.33B | Buy |
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|
2020
Q3 | $1.15B | Buy |
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|
2020
Q2 | $971M | Buy |
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|
2020
Q1 | $762M | Buy |
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|
2019
Q4 | $947M | Buy |
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|
2019
Q3 | $840M | Sell |
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|
2019
Q2 | $858M | Sell |
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|
2019
Q1 | $965M | Buy |
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|
2018
Q4 | $840M | Sell |
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|
2018
Q3 | $1.45B | Buy |
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|
2018
Q2 | $1.22B | Buy |
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|
2018
Q1 | $1.08B | Buy |
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|
2017
Q4 | $1.01B | Buy |
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|
2017
Q3 | $923M | Buy |
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|
2017
Q2 | $854M | Buy |
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|
2017
Q1 | $828M | Buy |
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|
2016
Q4 | $637M | Buy |
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|
2016
Q3 | $471M | Buy |
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|
2016
Q2 | $452M | Buy |
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|
2016
Q1 | $405M | Buy |
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|
2015
Q4 | $381M | Buy |
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|
2015
Q3 | $218M | Buy |
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|
2015
Q2 | $171M | Buy |
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|
2015
Q1 | $157M | Buy |
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|
2014
Q4 | $151M | Buy |
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|
2014
Q3 | $122M | Buy |
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|
2014
Q2 | $76.8M | Sell |
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|
2014
Q1 | $74.8M | Buy |
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|
2013
Q4 | $71.2M | Buy |
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|
2013
Q3 | $62.6M | Buy |
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|
2013
Q2 | $59.7M | Buy |
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