Okabena Investment Services’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 | $15.4M | Hold |
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|
2025
Q1 | $14M | Hold |
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|
2024
Q4 | $14.6M | Buy |
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|
2024
Q3 | $12.7M | Hold |
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|
2024
Q2 | $12.1M | Hold |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $14.3M | Buy |
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|
2023
Q3 | $8.18M | Hold |
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|
2023
Q2 | $8.48M | Sell |
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|
2023
Q1 | $7.93M | Buy |
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|
2022
Q4 | $81.3K | Sell |
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|
2022
Q3 | $11.7M | Buy |
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|
2022
Q2 | $8.64M | Hold |
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|
2022
Q1 | $10.4M | Hold |
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|
2021
Q4 | $10.9M | Buy |
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|
2021
Q3 | $2.74M | Hold |
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|
2021
Q2 | $2.73M | Hold |
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|
2021
Q1 | $2.53M | Sell |
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|
2020
Q4 | $2.88M | Buy |
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|
2020
Q3 | $2.14M | Hold |
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|
2020
Q2 | $1.97M | Sell |
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|
2020
Q1 | $3.91M | Buy |
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|
2019
Q4 | $2.17M | Buy |
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