Montag & Caldwell’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $355K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $525K | Buy |
|
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $418K | Hold |
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|
2017
Q3 | $393K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $288K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.59M | Hold |
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|
2014
Q4 | $1.58M | Buy |
|