Legacy 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
Q2 | $39.7K | Sell |
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|
2025
Q1 | $22.5M | Buy |
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|
2024
Q4 | $22.8M | Buy |
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|
2024
Q3 | $21.5M | Buy |
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|
2024
Q2 | $20.2M | Buy |
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|
2024
Q1 | $19.2M | Sell |
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|
2023
Q4 | $17.5M | Sell |
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|
2023
Q3 | $16.7M | Sell |
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|
2023
Q2 | $17.4M | Buy |
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|
2023
Q1 | $9.47M | Sell |
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|
2022
Q4 | $9.67M | Buy |
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|
2022
Q3 | $8.32M | Sell |
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|
2022
Q2 | $12.2M | Hold |
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|
2022
Q1 | $14.6M | Buy |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $9.96M | Buy |
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|
2021
Q2 | $9.92M | Buy |
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|
2021
Q1 | $9.17M | Buy |
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|
2020
Q4 | $8.64M | Sell |
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|
2020
Q3 | $9.21M | Buy |
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|
2020
Q2 | $8.37M | Sell |
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|
2020
Q1 | $7.99M | Buy |
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|
2019
Q4 | $9.95M | Sell |
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|
2019
Q3 | $9.2M | Buy |
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|
2019
Q2 | $8.98M | Sell |
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|
2019
Q1 | $16.5M | Buy |
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|
2018
Q4 | $7.24M | Buy |
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|
2018
Q3 | $8.38M | Buy |
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|
2018
Q2 | $7.25M | Sell |
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|
2018
Q1 | $7.9M | Buy |
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|
2017
Q4 | $6.4M | Sell |
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|
2017
Q3 | $6.04M | Buy |
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|
2017
Q2 | $5.79M | Buy |
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|
2017
Q1 | $5.59M | Sell |
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|
2016
Q4 | $5.32M | Buy |
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