Kovitz Investment Group Partners’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 | $465M | Buy |
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|
2025
Q1 | $403M | Buy |
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|
2024
Q4 | $397M | Sell |
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|
2024
Q3 | $351M | Buy |
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|
2024
Q2 | $334M | Buy |
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|
2024
Q1 | $32.3M | Buy |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $9.29M | Sell |
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|
2023
Q2 | $10.9M | Sell |
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|
2023
Q1 | $26.9M | Sell |
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|
2022
Q4 | $77.8M | Buy |
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|
2022
Q3 | $22.8M | Sell |
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|
2022
Q2 | $54.5M | Buy |
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|
2022
Q1 | $18.9M | Sell |
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|
2021
Q4 | $21.9M | Buy |
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|
2021
Q3 | $16.7M | Buy |
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|
2021
Q2 | $16.3M | Buy |
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|
2021
Q1 | $13.7M | Sell |
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|
2020
Q4 | $14.4M | Sell |
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|
2020
Q3 | $15M | Buy |
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|
2020
Q2 | $12.7M | Sell |
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|
2020
Q1 | $13.7M | Buy |
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|
2019
Q4 | $14.9M | Buy |
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|
2019
Q3 | $10.6M | Sell |
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|
2019
Q2 | $11.1M | Buy |
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|
2019
Q1 | $8.14M | Sell |
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|
2018
Q4 | $12.1M | Buy |
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|
2018
Q3 | $6.42M | Sell |
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|
2018
Q2 | $6.05M | Sell |
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|
2018
Q1 | $6.26M | Buy |
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|
2017
Q4 | $6.33K | Buy |
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|
2017
Q3 | $4.39M | Sell |
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|
2017
Q2 | $4.93M | Buy |
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|
2017
Q1 | $4.44M | Sell |
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|
2016
Q4 | $5.12M | Buy |
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|
2016
Q3 | $3.57M | Sell |
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|
2016
Q2 | $7.55M | Buy |
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|
2016
Q1 | $2.22M | Buy |
|