Marietta Investment Partners’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 | $588K | Buy |
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|
2025
Q2 | $521K | Buy |
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|
2025
Q1 | $330K | Buy |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $235K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $299K | Sell |
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|
2019
Q2 | $308K | Sell |
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|
2019
Q1 | $300K | Hold |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $314K | Buy |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $265K | Hold |
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|
2017
Q4 | $269K | Sell |
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|
2017
Q3 | $256K | Sell |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $257K | Buy |
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|
2016
Q4 | $238K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $206K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $263K | Sell |
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|
2014
Q1 | $343K | Sell |
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|
2013
Q4 | $378K | Sell |
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|
2013
Q3 | $367K | Hold |
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|
2013
Q2 | $350K | Buy |
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