Kesler Norman & Wride’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 | $18M | Sell |
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|
2025
Q1 | $16.5M | Buy |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $16.3M | Buy |
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|
2024
Q2 | $15.3M | Sell |
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|
2024
Q1 | $15.2M | Buy |
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|
2023
Q4 | $13.7M | Buy |
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|
2023
Q3 | $7.73M | Buy |
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|
2023
Q2 | $7.85M | Buy |
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|
2023
Q1 | $6.92M | Sell |
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|
2022
Q4 | $7.91M | Buy |
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|
2022
Q3 | $669K | Buy |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $495K | Sell |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $457K | Buy |
|