L.M. Kohn & Company’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
Q3 | $928K | Sell |
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|
2025
Q2 | $11.6M | Sell |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $10.5M | Sell |
|
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $10.1M | Buy |
|
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|
2023
Q4 | $8.41M | Sell |
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|
2023
Q3 | $8.39M | Buy |
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|
2023
Q2 | $5.61M | Buy |
|
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|
2023
Q1 | $2.74M | Buy |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $2.19M | Buy |
|