Mendel Capital Management’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 | $411K | Hold |
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|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $348K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $313K | Buy |
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