Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $17.1M | Sell |
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|
2021
Q4 | $19M | Buy |
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|
2021
Q3 | $16.8M | Sell |
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|
2021
Q2 | $25.6M | Buy |
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|
2021
Q1 | $23.2M | Buy |
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|
2020
Q4 | $21.1M | Buy |
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|
2020
Q3 | $18.8M | Buy |
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|
2020
Q2 | $17.3M | Sell |
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|
2020
Q1 | $15.3M | Buy |
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|
2019
Q4 | $17.3M | Buy |
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|
2019
Q3 | $13.9M | Buy |
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|
2019
Q2 | $5.98M | Buy |
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|
2019
Q1 | $5.26M | Sell |
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|
2018
Q4 | $6.17M | Buy |
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|
2018
Q3 | $748K | Sell |
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|
2018
Q2 | $4.43M | Sell |
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|
2018
Q1 | $4.44M | Buy |
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|
2017
Q4 | $4.44M | Buy |
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|
2017
Q3 | $3.44M | Buy |
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|
2017
Q2 | $2.91M | Sell |
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|
2017
Q1 | $3.76M | Sell |
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|
2016
Q4 | $4.21M | Buy |
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|
2016
Q3 | $3.06M | Buy |
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|
2016
Q2 | $2.86M | Buy |
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|
2016
Q1 | $971K | Sell |
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|
2015
Q4 | $2.98M | Sell |
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|
2015
Q3 | $3.01M | Buy |
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|
2015
Q2 | $1.64M | Sell |
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|
2015
Q1 | $3.75M | Buy |
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|
2014
Q4 | $3.32M | Sell |
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|
2014
Q3 | $3.64M | Buy |
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|
2014
Q2 | $3.31M | Buy |
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|
2014
Q1 | $2.65M | Hold |
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|
2013
Q4 | $2.62M | Sell |
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|
2013
Q3 | $2.44M | Buy |
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