L. Roy Papp & Associates’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 | $1.42M | Sell |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.2M | Hold |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.16M | Hold |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $938K | Sell |
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|
2022
Q2 | $994K | Buy |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $842K | Sell |
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|
2021
Q3 | $764K | Sell |
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|
2021
Q2 | $786K | Hold |
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|
2021
Q1 | $728K | Sell |
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|
2020
Q4 | $727K | Buy |
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|
2020
Q3 | $624K | Sell |
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|
2020
Q2 | $630K | Sell |
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|
2020
Q1 | $534K | Buy |
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|
2019
Q4 | $492K | Hold |
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|
2019
Q3 | $454K | Buy |
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|
2019
Q2 | $419K | Buy |
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|
2019
Q1 | $343K | Hold |
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|
2018
Q4 | $303K | Hold |
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|
2018
Q3 | $353K | Hold |
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|
2018
Q2 | $329K | Sell |
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|
2018
Q1 | $931K | Buy |
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|
2017
Q4 | $261K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $223K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $224K | Hold |
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|
2016
Q3 | $217K | Sell |
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|
2016
Q2 | $214K | Sell |
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|
2016
Q1 | $263K | Hold |
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|
2015
Q4 | $261K | Hold |
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|
2015
Q3 | $245K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.48M | Buy |
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|
2014
Q4 | $1.34M | Hold |
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|
2014
Q3 | $1.28M | Hold |
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|
2014
Q2 | $1.27M | Hold |
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|
2014
Q1 | $1.22M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.15M | Hold |
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|
2013
Q2 | $1.1M | Buy |
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