MIC
Means Investment Company’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Hold |
3,311
| – | – | 0.19% | 56 |
|
|
2025
Q1 | $1.85M | Sell |
3,311
-871
| -21% | -$487K | 0.2% | 60 |
|
|
2024
Q4 | $2.45M | Sell |
4,182
-12
| -0.3% | -$7.03K | 0.26% | 55 |
|
|
2024
Q3 | $2.41M | Sell |
4,194
-108
| -3% | -$62K | 0.27% | 52 |
|
|
2024
Q2 | $2.34M | Sell |
4,302
-354
| -8% | -$193K | 0.28% | 53 |
|
|
2024
Q1 | $2.44M | Sell |
4,656
-396
| -8% | -$207K | 0.32% | 51 |
|
|
2023
Q4 | $2.4M | Sell |
5,052
-429
| -8% | -$204K | 0.35% | 50 |
|
|
2023
Q3 | $2.34M | Sell |
5,481
-57
| -1% | -$24.4K | 0.38% | 49 |
|
|
2023
Q2 | $2.45M | Buy |
5,538
+219
| +4% | +$97.1K | 0.39% | 50 |
|
|
2023
Q1 | $2.18M | Buy |
5,319
+7
| +0.1% | +$2.87K | 0.38% | 52 |
|
|
2022
Q4 | $2.03M | Sell |
5,312
-597
| -10% | -$228K | 0.41% | 53 |
|
|
2022
Q3 | $2.11M | Sell |
5,909
-176
| -3% | -$62.9K | 0.46% | 48 |
|
|
2022
Q2 | $2.3M | Sell |
6,085
-28
| -0.5% | -$10.6K | 0.49% | 45 |
|
|
2022
Q1 | $2.76M | Sell |
6,113
-46
| -0.7% | -$20.8K | 0.5% | 41 |
|
|
2021
Q4 | $2.93M | Sell |
6,159
-94
| -2% | -$44.6K | 0.52% | 41 |
|
|
2021
Q3 | $2.68M | Sell |
6,253
-52
| -0.8% | -$22.3K | 0.53% | 43 |
|
|
2021
Q2 | $2.7M | Buy |
6,305
+369
| +6% | +$158K | 0.54% | 44 |
|
|
2021
Q1 | $2.35M | Sell |
5,936
-42
| -0.7% | -$16.6K | 0.54% | 45 |
|
|
2020
Q4 | $2.34M | Buy |
5,978
+694
| +13% | +$271K | 0.53% | 42 |
|
|
2020
Q3 | $1.85M | Sell |
5,284
-27
| -0.5% | -$9.45K | 0.51% | 42 |
|
|
2020
Q2 | $1.77M | Sell |
5,311
-97
| -2% | -$32.3K | 0.55% | 43 |
|
|
2020
Q1 | $1.51M | Buy |
5,408
+4,625
| +591% | +$1.29M | 0.58% | 46 |
|
|
2019
Q4 | $260K | Sell |
783
-47
| -6% | -$15.6K | 0.09% | 122 |
|
|
2019
Q3 | $255K | Buy |
+830
| New | +$255K | 0.1% | 124 |
|