Lederer & Associates Investment Counsel’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 | $230K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $586K | Hold |
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|
2023
Q4 | $532K | Hold |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $496K | Hold |
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|
2023
Q1 | $459K | Hold |
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|
2022
Q4 | $428K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $423K | Hold |
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|
2022
Q1 | $506K | Hold |
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|
2021
Q4 | $532K | Hold |
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $479K | Hold |
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|
2021
Q1 | $444K | Hold |
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|
2020
Q4 | $419K | Sell |
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|
2020
Q3 | $511K | Hold |
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|
2020
Q2 | $470K | Hold |
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|
2020
Q1 | $393K | Hold |
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|
2019
Q4 | $491K | Hold |
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|
2019
Q3 | $453K | Hold |
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|
2019
Q2 | $447K | Hold |
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|
2019
Q1 | $431K | Sell |
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|
2018
Q4 | $392K | Hold |
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|
2018
Q3 | $456K | Hold |
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|
2018
Q2 | $426K | Sell |
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|
2018
Q1 | $422K | Sell |
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|
2017
Q4 | $442K | Hold |
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|
2017
Q3 | $416K | Hold |
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|
2017
Q2 | $400K | Hold |
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|
2017
Q1 | $390K | Hold |
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|
2016
Q4 | $370K | Buy |
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|
2015
Q3 | $394K | Hold |
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|
2015
Q2 | $423K | Hold |
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|
2015
Q1 | $424K | Hold |
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|
2014
Q4 | $422K | Buy |
|