McDonald 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
Q2 | $4.81M | Sell |
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|
2025
Q1 | $4.37M | Sell |
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|
2024
Q4 | $4.88M | Buy |
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|
2024
Q3 | $4.77M | Buy |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $4.32M | Sell |
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|
2023
Q4 | $4.01M | Buy |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $3.51M | Sell |
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|
2022
Q4 | $3.42M | Buy |
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|
2022
Q3 | $3.09M | Sell |
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|
2022
Q2 | $3.68M | Buy |
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|
2022
Q1 | $4.22M | Buy |
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|
2021
Q4 | $135K | Sell |
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|
2021
Q3 | $3.98M | Sell |
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|
2021
Q2 | $4.11M | Sell |
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|
2021
Q1 | $3.99M | Sell |
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|
2020
Q4 | $3.93M | Buy |
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