Lynch & 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 | $368K | Sell |
|
|||||
|
2025
Q2 | $461K | Buy |
|
|||||
|
2025
Q1 | $309K | Hold |
|
|||||
|
2024
Q4 | $324K | Sell |
|
|||||
|
2024
Q3 | $322K | Buy |
|
|||||
|
2024
Q2 | $305K | Hold |
|
|||||
|
2024
Q1 | $293K | Hold |
|
|||||
|
2023
Q4 | $266K | Hold |
|
|||||
|
2023
Q3 | $239K | Buy |
|
|||||
|
2023
Q2 | $246K | Sell |
|
|||||
|
2023
Q1 | $233K | Buy |
|
|||||
|
2022
Q4 | $210K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $207K | Hold |
|
|||||
|
2022
Q1 | $248K | Buy |
|
|||||
|
2021
Q4 | $261K | Hold |
|
|||||
|
2021
Q3 | $236K | Hold |
|
|||||
|
2021
Q2 | $235K | Hold |
|
|||||
|
2021
Q1 | $218K | Buy |
|
|||||
|
2020
Q4 | $205K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $212K | Sell |
|
|||||
|
2016
Q1 | $310K | Buy |
|
|||||
|
2015
Q4 | $287K | Hold |
|
|||||
|
2015
Q3 | $270K | Hold |
|
|||||
|
2015
Q2 | $290K | Hold |
|
|||||
|
2015
Q1 | $291K | Hold |
|
|||||
|
2014
Q4 | $290K | Buy |
|