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
Q3 | $990K | Hold |
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|
2025
Q2 | $918K | Hold |
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|
2025
Q1 | $831K | Hold |
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|
2024
Q4 | $871K | Hold |
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|
2024
Q3 | $853K | Hold |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $746K | Sell |
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|
2023
Q4 | $868K | Sell |
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|
2023
Q3 | $824K | Buy |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $252K | Buy |
|