Morton Brown 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.7M | Sell |
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|
2025
Q2 | $13.7M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $12.5M | Sell |
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|
2024
Q3 | $12.7M | Sell |
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|
2024
Q2 | $12.3M | Sell |
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|
2024
Q1 | $12M | Sell |
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|
2023
Q4 | $11.1M | Buy |
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|
2023
Q3 | $9.95M | Sell |
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|
2023
Q2 | $10.5M | Sell |
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|
2023
Q1 | $9.86M | Sell |
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|
2022
Q4 | $9.27M | Buy |
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|
2022
Q3 | $7.83M | Buy |
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|
2022
Q2 | $3.82M | Sell |
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|
2022
Q1 | $4.61M | Buy |
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|
2021
Q4 | $4.36M | Buy |
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