Murphy Middleton Hinkle & Parker’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Hold |
9,333
| – | – | 2.92% | 6 |
|
|
2025
Q1 | $5.22M | Buy |
9,333
+6
| +0.1% | +$3.36K | 2.92% | 6 |
|
|
2024
Q4 | $5.47M | Buy |
9,327
+6
| +0.1% | +$3.52K | 3.09% | 5 |
|
|
2024
Q3 | $5.35M | Buy |
9,321
+6
| +0.1% | +$3.44K | 2.88% | 6 |
|
|
2024
Q2 | $5.07M | Sell |
9,315
-6
| -0.1% | -$3.27K | 2.95% | 6 |
|
|
2024
Q1 | $4.88M | Buy |
9,321
+8
| +0.1% | +$4.19K | 2.84% | 6 |
|
|
2023
Q4 | $4.43M | Sell |
9,313
-138
| -1% | -$65.6K | 2.73% | 6 |
|
|
2023
Q3 | $4.04M | Buy |
9,451
+7
| +0.1% | +$2.99K | 2.6% | 7 |
|
|
2023
Q2 | $4.19M | Buy |
9,444
+6
| +0.1% | +$2.66K | 2.62% | 6 |
|
|
2023
Q1 | $3.86M | Buy |
9,438
+9
| +0.1% | +$3.68K | 2.4% | 7 |
|
|
2022
Q4 | $3.61M | Buy |
9,429
+7
| +0.1% | +$2.68K | 2.26% | 7 |
|
|
2022
Q3 | $3.37M | Buy |
9,422
+8
| +0.1% | +$2.86K | 2.34% | 8 |
|
|
2022
Q2 | $3.55M | Buy |
9,414
+48
| +0.5% | +$18.1K | 2.3% | 8 |
|
|
2022
Q1 | $4.23M | Buy |
9,366
+911
| +11% | +$411K | 2.27% | 9 |
|
|
2021
Q4 | $4.02M | Sell |
8,455
-61
| -0.7% | -$29K | 2.14% | 9 |
|
|
2021
Q3 | $3.65M | Buy |
8,516
+6
| +0.1% | +$2.57K | 2.12% | 9 |
|
|
2021
Q2 | $3.64M | Buy |
8,510
+66
| +0.8% | +$28.3K | 2.03% | 10 |
|
|
2021
Q1 | $3.35M | Buy |
8,444
+17
| +0.2% | +$6.74K | 1.95% | 10 |
|
|
2020
Q4 | $3.15M | Sell |
8,427
-27
| -0.3% | -$10.1K | 2.1% | 8 |
|
|
2020
Q3 | $2.83M | Buy |
8,454
+7
| +0.1% | +$2.34K | 2.07% | 9 |
|
|
2020
Q2 | $2.61M | Buy |
8,447
+141
| +2% | +$43.5K | 1.92% | 12 |
|
|
2020
Q1 | $2.14M | Buy |
8,306
+35
| +0.4% | +$9.02K | 1.89% | 13 |
|
|
2019
Q4 | $2.66M | Buy |
8,271
+37
| +0.4% | +$11.9K | 1.77% | 15 |
|
|
2019
Q3 | $2.44M | Sell |
8,234
-71
| -0.9% | -$21.1K | 1.73% | 16 |
|
|
2019
Q2 | $2.43M | Sell |
8,305
-148
| -2% | -$43.4K | 1.73% | 13 |
|
|
2019
Q1 | $2.39M | Buy |
8,453
+44
| +0.5% | +$12.4K | 1.64% | 17 |
|
|
2018
Q4 | $2.1M | Buy |
8,409
+8
| +0.1% | +$2K | 1.6% | 19 |
|
|
2018
Q3 | $2.44M | Sell |
8,401
-9
| -0.1% | -$2.62K | 1.73% | 13 |
|
|
2018
Q2 | $2.28M | Sell |
8,410
-35
| -0.4% | -$9.5K | 1.7% | 16 |
|
|
2018
Q1 | $2.22M | Sell |
8,445
-313
| -4% | -$82.4K | 1.73% | 16 |
|
|
2017
Q4 | $2.34M | Buy |
+8,758
| New | +$2.34M | 1.74% | 18 |
|