McKinley Carter Wealth Services’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 | $2.18M | Sell |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $1.84M | Hold |
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|
2024
Q1 | $1.77M | Hold |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $2.64M | Sell |
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|
2021
Q3 | $2.83M | Buy |
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|
2021
Q2 | $2.73M | Buy |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $2.38M | Buy |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $680K | Sell |
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|
2019
Q3 | $645K | Sell |
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|
2019
Q2 | $647K | Sell |
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|
2019
Q1 | $672K | Sell |
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|
2018
Q4 | $648K | Sell |
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|
2018
Q3 | $775K | Buy |
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|
2018
Q2 | $706K | Sell |
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|
2018
Q1 | $820K | Sell |
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|
2017
Q4 | $903K | Sell |
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|
2017
Q3 | $888K | Buy |
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|
2017
Q2 | $821K | Sell |
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|
2017
Q1 | $837K | Buy |
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|
2016
Q4 | $785K | Buy |
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|
2016
Q3 | $744K | Hold |
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|
2016
Q2 | $720K | Buy |
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|
2016
Q1 | $467K | Hold |
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|
2015
Q4 | $463K | Buy |
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|
2015
Q3 | $286K | Sell |
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|
2015
Q2 | $843K | Buy |
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|
2015
Q1 | $315K | Sell |
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|
2014
Q4 | $616K | Buy |
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|
2014
Q3 | $230K | Buy |
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|
2014
Q2 | $228K | Sell |
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|
2014
Q1 | $227K | Buy |
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|
2013
Q4 | $213K | Sell |
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|
2013
Q3 | $212K | Sell |
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|
2013
Q2 | $209K | Buy |
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