Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $66.5M | Buy |
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|
2020
Q2 | $61.2M | Sell |
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|
2020
Q1 | $54.4M | Buy |
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|
2019
Q4 | $64.2M | Buy |
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|
2019
Q3 | $56.3M | Buy |
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|
2019
Q2 | $55.4M | Buy |
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|
2019
Q1 | $52.2M | Buy |
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|
2018
Q4 | $42.7M | Buy |
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|
2018
Q3 | $48M | Buy |
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|
2018
Q2 | $44.7M | Buy |
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|
2018
Q1 | $42.1M | Buy |
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|
2017
Q4 | $42.3M | Buy |
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|
2017
Q3 | $38.9M | Buy |
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|
2017
Q2 | $36.2M | Buy |
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|
2017
Q1 | $32.8M | Buy |
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|
2016
Q4 | $29.5M | Buy |
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|
2016
Q3 | $28.3M | Buy |
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|
2016
Q2 | $26.5M | Buy |
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|
2016
Q1 | $22.4M | Buy |
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|
2015
Q4 | $20M | Buy |
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|
2015
Q3 | $17.2M | Buy |
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|
2015
Q2 | $17.3M | Buy |
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|
2015
Q1 | $16.2M | Buy |
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|
2014
Q4 | $14.8M | Buy |
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|
2014
Q3 | $13.4M | Buy |
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|
2014
Q2 | $12.7M | Buy |
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|
2014
Q1 | $11.8M | Sell |
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|
2013
Q4 | $11.8M | Buy |
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