Means Investment Company’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 | $2.05M | Hold |
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|
2025
Q1 | $1.85M | Sell |
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|
2024
Q4 | $2.45M | Sell |
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|
2024
Q3 | $2.41M | Sell |
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|
2024
Q2 | $2.34M | Sell |
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|
2024
Q1 | $2.44M | Sell |
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|
2023
Q4 | $2.4M | Sell |
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|
2023
Q3 | $2.34M | Sell |
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|
2023
Q2 | $2.45M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $2.11M | Sell |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $2.76M | Sell |
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|
2021
Q4 | $2.92M | Sell |
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|
2021
Q3 | $2.68M | Sell |
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|
2021
Q2 | $2.7M | Buy |
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|
2021
Q1 | $2.35M | Sell |
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|
2020
Q4 | $2.34M | Buy |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $1.77M | Sell |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $255K | Buy |
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