Monarch 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 | $836K | Hold |
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|
2025
Q2 | $775K | Sell |
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|
2025
Q1 | $717K | Buy |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $729K | Hold |
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|
2024
Q2 | $692K | Hold |
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|
2024
Q1 | $665K | Hold |
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|
2023
Q4 | $605K | Hold |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $488K | Hold |
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|
2023
Q1 | $451K | Hold |
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|
2022
Q4 | $421K | Hold |
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|
2022
Q3 | $394K | Hold |
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|
2022
Q2 | $414K | Hold |
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|
2022
Q1 | $495K | Hold |
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|
2021
Q4 | $521K | Hold |
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|
2021
Q3 | $471K | Hold |
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|
2021
Q2 | $470K | Hold |
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|
2021
Q1 | $435K | Hold |
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|
2020
Q4 | $410K | Buy |
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|
2020
Q3 | $362K | Hold |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $281K | Hold |
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|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $300K | Buy |
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|
2019
Q2 | $206K | Sell |
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|
2019
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Buy |
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