LBMC Investment Advisors’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 | $4.85M | Buy |
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|
2025
Q2 | $4.49M | Buy |
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|
2025
Q1 | $4.06M | Sell |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $4.37M | Sell |
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|
2024
Q2 | $4.21M | Sell |
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|
2024
Q1 | $5.49M | Buy |
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|
2023
Q4 | $4.97M | Sell |
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|
2023
Q3 | $4.63M | Sell |
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|
2023
Q2 | $5.99M | Sell |
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|
2023
Q1 | $5.55M | Buy |
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|
2022
Q4 | $5.17M | Buy |
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|
2022
Q3 | $2.85M | Sell |
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|
2022
Q2 | $3.65M | Buy |
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|
2022
Q1 | $3.33M | Buy |
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|
2021
Q4 | $3.49M | Buy |
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|
2021
Q3 | $3.15K | Sell |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $2.82M | Buy |
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|
2020
Q4 | $2.63M | Buy |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.69M | Buy |
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|
2019
Q4 | $2.04M | Buy |
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|
2019
Q3 | $1.88M | Sell |
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|
2019
Q2 | $1.94M | Buy |
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|
2019
Q1 | $1.87M | Buy |
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|
2018
Q4 | $1.37M | Buy |
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|
2018
Q3 | $524K | Sell |
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|
2018
Q2 | $499K | Buy |
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|
2018
Q1 | $292K | Buy |
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|
2017
Q4 | $255K | Buy |
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|
2017
Q3 | $239K | Buy |
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|
2017
Q2 | $228K | Buy |
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|
2017
Q1 | $221K | Buy |
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|
2016
Q4 | $209K | Sell |
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|
2016
Q3 | $383K | Buy |
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|
2016
Q2 | $369K | Buy |
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|
2016
Q1 | $350K | Sell |
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|
2015
Q4 | $371K | Buy |
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|
2015
Q3 | $347K | Sell |
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|
2015
Q2 | $373K | Buy |
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|
2015
Q1 | $373K | Buy |
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|
2014
Q4 | $355K | Buy |
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|
2014
Q3 | $325K | Buy |
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|
2014
Q2 | $279K | Buy |
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|
2014
Q1 | $246K | Buy |
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