Kurt F. Somerville’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 | $303K | Buy |
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2025
Q1 | $252K | Sell |
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2024
Q4 | $312K | Buy |
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2024
Q3 | $279K | Hold |
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2024
Q2 | $264K | Hold |
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2024
Q1 | $254K | Buy |
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2023
Q1 | – | Sell |
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2022
Q4 | $207K | Sell |
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2022
Q3 | $415K | Buy |
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2022
Q2 | $203K | Hold |
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2022
Q1 | $244K | Hold |
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2021
Q4 | $256K | Buy |
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2021
Q3 | $219K | Hold |
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2021
Q2 | $218K | Hold |
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2021
Q1 | $202K | Buy |
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2018
Q4 | – | Sell |
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2018
Q3 | $566K | Sell |
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2018
Q2 | $732K | Sell |
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2018
Q1 | $1.2M | Sell |
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2017
Q4 | $1.75M | Sell |
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2017
Q3 | $2.62M | Sell |
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2017
Q2 | $3.83M | Sell |
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2017
Q1 | $4.08M | Hold |
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2016
Q4 | $3.87M | Buy |
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2016
Q3 | $865K | Hold |
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2016
Q2 | $838K | Hold |
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2016
Q1 | $822K | Sell |
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2015
Q4 | $3.39M | Buy |
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2015
Q3 | $1.55M | Hold |
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2015
Q2 | $1.67M | Hold |
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2015
Q1 | $1.67M | Hold |
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2014
Q4 | $1.67M | Buy |
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