J.W. Coons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
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|
2025
Q1 | $9.96M | Buy |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $9.66M | Sell |
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|
2024
Q1 | $9.33M | Sell |
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|
2023
Q4 | $8.49M | Buy |
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|
2023
Q3 | $7.32M | Buy |
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|
2023
Q2 | $7.59M | Sell |
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|
2023
Q1 | $8.37M | Sell |
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|
2022
Q4 | $7.83M | Buy |
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|
2022
Q3 | $7.02M | Sell |
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|
2022
Q2 | $8.1M | Sell |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $11.2M | Sell |
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|
2021
Q3 | $11.2M | Sell |
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|
2021
Q2 | $11.3M | Sell |
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|
2021
Q1 | $10.6M | Sell |
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|
2020
Q4 | $10.7M | Sell |
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|
2020
Q3 | $9.97M | Buy |
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|
2020
Q2 | $8.86M | Buy |
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|
2020
Q1 | $7.34M | Buy |
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