Lyell Wealth Management’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 | $10.8M | Sell |
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|
2025
Q2 | $10M | Sell |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $8.6M | Buy |
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|
2023
Q4 | $6.71M | Buy |
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|
2023
Q3 | $5.36M | Buy |
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|
2023
Q2 | $5.36M | Buy |
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|
2023
Q1 | $4.56M | Sell |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $4.32M | Buy |
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|
2022
Q2 | $4.12M | Buy |
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|
2022
Q1 | $4.76M | Buy |
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|
2021
Q4 | $4.94M | Buy |
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|
2021
Q3 | $3.92M | Sell |
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|
2021
Q2 | $4M | Buy |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $766K | Buy |
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|
2019
Q4 | $581K | Sell |
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|
2019
Q3 | $565K | Buy |
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|
2019
Q2 | $477K | Sell |
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|
2019
Q1 | $509K | Buy |
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|
2018
Q4 | $440K | Sell |
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|
2018
Q3 | $667K | Sell |
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|
2018
Q2 | $658K | Buy |
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|
2018
Q1 | $558K | Sell |
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|
2017
Q4 | $585K | Sell |
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|
2017
Q3 | $675K | Sell |
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|
2017
Q2 | $667K | Sell |
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|
2017
Q1 | $724K | Buy |
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|
2016
Q4 | $679K | Buy |
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