Mendel Money 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 | $815K | Buy |
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|
2025
Q2 | $654K | Sell |
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|
2025
Q1 | $701K | Buy |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $564K | Sell |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | $216K | Buy |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $267K | Buy |
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|
2018
Q3 | $294K | Buy |
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|
2017
Q4 | $295K | Buy |
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|
2015
Q2 | $618K | Sell |
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|
2015
Q1 | $638K | Sell |
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|
2014
Q4 | $645K | Buy |
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|
2014
Q3 | $598K | Buy |
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