Nichols & Pratt Advisers’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
Q2
$918K Hold
2025
Q1
$831K Hold
2024
Q4
$871K Hold
2024
Q3
$853K Hold
2024
Q2
$809K Buy
2024
Q1
$746K Sell
2023
Q4
$868K Sell
2023
Q3
$824K Buy
2023
Q2
$222K Sell
2023
Q1
$252K Buy